C.M. Bidwell & Associates’s Toll Brothers TOL Stock Holding History

C.M. Bidwell & Associates’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 Q2	–	Sell	-780	Closed	-$101K	–	528
2024 Q1	$101K	Sell	780 -10	-1%	-$1.09K	0.07%	169
2023 Q4	$81.2K	Sell	790 -307	-28%	-$25.6K	0.06%	179
2023 Q3	$81.1K	Sell	1,097 -2,238	-67%	-$177K	0.06%	255
2023 Q2	$264K	Hold	3,335	–	–	0.19%	90
2023 Q1	$200K	Buy	+3,335	New	+$192K	0.15%	121
2020 Q1	–	Sell	-23	Closed	-$1K	–	457
2019 Q4	$1K	Hold	23	–	–	﹤0.01%	395
2019 Q3	$1K	Hold	23	–	–	﹤0.01%	406
2019 Q2	$1K	Hold	23	–	–	﹤0.01%	384
2019 Q1	$1K	Hold	23	–	–	﹤0.01%	381
2018 Q4	$1K	Hold	23	–	–	﹤0.01%	379
2018 Q3	$1K	Hold	23	–	–	﹤0.01%	372
2018 Q2	$1K	Hold	23	–	–	﹤0.01%	398
2018 Q1	$1K	Hold	23	–	–	﹤0.01%	372
2017 Q4	$1K	Hold	23	–	–	﹤0.01%	379
2017 Q3	$1K	Hold	23	–	–	﹤0.01%	295
2017 Q2	$1K	Buy	+23	New	+$858	﹤0.01%	312
2016 Q4	–	Sell	-122,580	Closed	-$3.66M	–	306
2016 Q3	$3.66M	Buy	+122,580	New	+$3.54M	0.87%	66

Other funds holding TOL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital World Investors

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

Dimensional Fund Advisors

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

Massachusetts Financial Services

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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return