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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 $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bowling Portfolio Management's TOL Position: Q4 2019 in Review

Bowling Portfolio Management sold out of Toll Brothers (TOL) in Q4 2019, closing a stake of 82,687 shares — an estimated $3.39M sold.

Bowling Portfolio Management first reported a position in TOL in Q4 2017 and held it in 6 quarters. The position peaked at $4.12M in Q1 2018. 375 funds tracked by Wall St. Rank hold TOL as of Q4 2019.

  • Bowling Portfolio Management reported no remaining Toll Brothers position as of Q4 2019 after selling out during the quarter.
  • Bowling Portfolio Management sold 82,687 Toll Brothers shares in Q4 2019, an estimated $3.39M.
  • Bowling Portfolio Management first reported a position in Toll Brothers in Q4 2017 and held it in 6 quarters.
  • Bowling Portfolio Management's Toll Brothers position peaked at $4.12M in Q1 2018.
  • 375 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2019.

Based on Bowling Portfolio Management's 13F filing for Q4 2019, filed 17 Jan 2020.