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Blue Chip Partners’s Toll Brothers TOL Stock Holding History

Blue Chip Partners’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
2024
Q4 		– Sell
-850
Closed -$131K – 204
2024
Q3 		$131K Buy
+850
New +$115K 0.01% 178
2024
Q2 		– Sell
-850
Closed -$110K – 197
2024
Q1 		$110K Buy
+850
New +$92.5K 0.01% 177

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Blue Chip Partners's TOL Position: Q4 2024 in Review

Blue Chip Partners sold out of Toll Brothers (TOL) in Q4 2024, closing a stake of 850 shares — an estimated $131K sold.

Blue Chip Partners first reported a position in TOL in Q1 2024 and held it in 2 quarters. The position peaked at $131K in Q3 2024. 721 funds tracked by Wall St. Rank hold TOL as of Q4 2024.

  • Blue Chip Partners reported no remaining Toll Brothers position as of Q4 2024 after selling out during the quarter.
  • Blue Chip Partners sold 850 Toll Brothers shares in Q4 2024, an estimated $131K.
  • Blue Chip Partners first reported a position in Toll Brothers in Q1 2024 and held it in 2 quarters.
  • Blue Chip Partners's Toll Brothers position peaked at $131K in Q3 2024.
  • 721 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2024.

Based on Blue Chip Partners's 13F filing for Q4 2024, filed 31 Jan 2025.