BW Gestao de Investimentos’s Toll Brothers TOL Stock Holding History

BW Gestao de Investimentos’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
2023 Q4	–	Sell	-5,000	Closed	-$370K	–	117
2023 Q3	$370K	Hold	5,000	–	–	0.04%	80
2023 Q2	$395K	Sell	5,000 -20,000	-80%	-$1.34M	0.06%	72
2023 Q1	$1.5M	Hold	25,000	–	–	0.21%	57
2022 Q4	$1.25M	Sell	25,000 -75,000	-75%	-$3.45M	0.19%	55
2022 Q3	$4.2M	Sell	100,000 -20,000	-17%	-$927K	0.98%	34
2022 Q2	$5.35M	Buy	120,000 +20,000	+20%	+$936K	1.24%	27
2022 Q1	$4.7M	Buy	+100,000	New	+$5.6M	1%	37

Other funds holding TOL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

BW Gestao de Investimentos's TOL Position: Q4 2023 in Review

BW Gestao de Investimentos sold out of Toll Brothers (TOL) in Q4 2023, closing a stake of 5,000 shares — an estimated $370K sold.

BW Gestao de Investimentos first reported a position in TOL in Q1 2022 and held it in 7 quarters. The position peaked at $5.35M in Q2 2022. 574 funds tracked by Wall St. Rank hold TOL as of Q4 2023.

BW Gestao de Investimentos reported no remaining Toll Brothers position as of Q4 2023 after selling out during the quarter.
BW Gestao de Investimentos sold 5,000 Toll Brothers shares in Q4 2023, an estimated $370K.
BW Gestao de Investimentos first reported a position in Toll Brothers in Q1 2022 and held it in 7 quarters.
BW Gestao de Investimentos's Toll Brothers position peaked at $5.35M in Q2 2022.
574 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2023.

Based on BW Gestao de Investimentos's 13F filing for Q4 2023, filed 9 Feb 2024.