Berman Capital Advisors’s Toll Brothers TOL Stock Holding History

Berman Capital Advisors’s Portfolio TOL Stock Details TOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$191K	Sell	3,468 -457	-12%	-$27K	0.03%	275
2021 Q2	$226K	Buy	3,925 +3,700	+1,644%	+$226K	0.04%	213
2021 Q1	$12K	Buy	225 +1	+0.4%	+$52	﹤0.01%	975
2020 Q4	$9K	Hold	224	–	–	﹤0.01%	967
2020 Q3	$10K	Buy	224 +29	+15%	+$1.17K	﹤0.01%	805
2020 Q2	$6K	Sell	195 -62	-24%	-$1.7K	﹤0.01%	951
2020 Q1	$4K	Sell	257 -37	-13%	-$1.4K	﹤0.01%	972
2019 Q4	$11K	Buy	294 +1	+0.3%	+$40	﹤0.01%	721
2019 Q3	$12K	Hold	293	–	–	﹤0.01%	671
2019 Q2	$10K	Hold	293	–	–	﹤0.01%	742
2019 Q1	$10K	Buy	+293	New	+$10.5K	﹤0.01%	668

Other funds holding TOL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Berman Capital Advisors's TOL Position: Q3 2021 in Review

Berman Capital Advisors reduced its Toll Brothers (TOL) stake by 12% in Q3 2021, selling an estimated $27K and leaving 3,468 shares worth $191K. The position accounts for 0.03% of the portfolio, ranked #275.

Berman Capital Advisors first reported a position in TOL in Q1 2019 and has held it in 11 quarters since. The position peaked at $226K in Q2 2021. 406 funds tracked by Wall St. Rank hold TOL as of Q3 2021.

Berman Capital Advisors held 3,468 shares of Toll Brothers worth $191K as of Q3 2021.
Berman Capital Advisors sold 457 Toll Brothers shares in Q3 2021, an estimated $27K.
Toll Brothers made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #275 holding.
Berman Capital Advisors first reported a position in Toll Brothers in Q1 2019 and has held it in 11 quarters since.
Berman Capital Advisors's Toll Brothers position peaked at $226K in Q2 2021.
406 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.