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Broad Peak Investment Holdings’s Toll Brothers TOL Stock Holding History

Broad Peak Investment Holdings’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
Q1 		$2.83M Sell
21,892
-14,500
-40% -$1.58M 0.53% 15
2023
Q4 		$3.74M Sell
36,392
-25,408
-41% -$2.12M 0.6% 15
2023
Q3 		$4.57M Hold
61,800
– – 0.56% 16
2023
Q2 		$4.89M Buy
+61,800
New +$4.15M 0.66% 17

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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Broad Peak Investment Holdings's TOL Position: Q1 2024 in Review

Broad Peak Investment Holdings reduced its Toll Brothers (TOL) stake by 40% in Q1 2024, selling an estimated $1.58M and leaving 21,892 shares worth $2.83M. The position accounts for 0.53% of the portfolio, ranked #15.

Broad Peak Investment Holdings first reported a position in TOL in Q2 2023 and has held it in 4 quarters since. The position peaked at $4.89M in Q2 2023. 644 funds tracked by Wall St. Rank hold TOL as of Q1 2024.

  • Broad Peak Investment Holdings held 21,892 shares of Toll Brothers worth $2.83M as of Q1 2024.
  • Broad Peak Investment Holdings sold 14,500 Toll Brothers shares in Q1 2024, an estimated $1.58M.
  • Toll Brothers made up 0.53% of Broad Peak Investment Holdings's portfolio in Q1 2024, its #15 holding.
  • Broad Peak Investment Holdings first reported a position in Toll Brothers in Q2 2023 and has held it in 4 quarters since.
  • Broad Peak Investment Holdings's Toll Brothers position peaked at $4.89M in Q2 2023.
  • 644 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2024.

Based on Broad Peak Investment Holdings's 13F filing for Q1 2024, filed 1 May 2024.