BPM
TOL icon

Bowling Portfolio Management’s Toll Brothers TOL Stock Holding History

Bowling Portfolio Management’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
2019
Q4 		– Sell
-82,687
Closed -$3.39M – 372
2019
Q3 		$3.39M Buy
+82,687
New +$3.05M 0.57% 45
2019
Q1 		– Sell
-15,502
Closed -$510K – 356
2018
Q4 		$510K Sell
15,502
-3,251
-17% -$104K 0.09% 284
2018
Q3 		$619K Sell
18,753
-73,456
-80% -$2.66M 0.09% 289
2018
Q2 		$3.41M Sell
92,209
-3,124
-3% -$128K 0.48% 57
2018
Q1 		$4.12M Buy
95,333
+17,940
+23% +$842K 0.56% 45
2017
Q4 		$3.72M Buy
+77,393
New +$3.56M 0.49% 60

Other funds holding TOL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return