Buckingham Capital Management (New York)’s Toll Brothers TOL Stock Holding History

Buckingham Capital Management (New York)’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
2018 Q1	–	Sell	-77,025	Closed	-$3.7M	–	98
2017 Q4	$3.7M	Sell	77,025 -207,608	-73%	-$9.55M	0.44%	70
2017 Q3	$11.8M	Sell	284,633 -35,420	-11%	-$1.39M	1.56%	27
2017 Q2	$12.6M	Sell	320,053 -34,347	-10%	-$1.28M	1.48%	24
2017 Q1	$12.8M	Buy	354,400 +124,000	+54%	+$4.13M	1.71%	20
2016 Q4	$7.14M	Buy	+230,400	New	+$6.83M	0.95%	47

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Buckingham Capital Management (New York)'s TOL Position: Q1 2018 in Review

Buckingham Capital Management (New York) sold out of Toll Brothers (TOL) in Q1 2018, closing a stake of 77,025 shares — an estimated $3.7M sold.

Buckingham Capital Management (New York) first reported a position in TOL in Q4 2016 and held it in 5 quarters. The position peaked at $12.8M in Q1 2017. 429 funds tracked by Wall St. Rank hold TOL as of Q1 2018.

Buckingham Capital Management (New York) reported no remaining Toll Brothers position as of Q1 2018 after selling out during the quarter.
Buckingham Capital Management (New York) sold 77,025 Toll Brothers shares in Q1 2018, an estimated $3.7M.
Buckingham Capital Management (New York) first reported a position in Toll Brothers in Q4 2016 and held it in 5 quarters.
Buckingham Capital Management (New York)'s Toll Brothers position peaked at $12.8M in Q1 2017.
429 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2018.

Based on Buckingham Capital Management (New York)'s 13F filing for Q1 2018, filed 15 May 2018.