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Caldwell & Orkin’s Toll Brothers TOL Stock Holding History

Caldwell & Orkin’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
2017
Q2 		– Sell
-15,100
Closed -$545K – 87
2017
Q1 		$545K Buy
+15,100
New +$503K 0.3% 76
2015
Q3 		– Sell
-12,200
Closed -$466K – 98
2015
Q2 		$466K Sell
12,200
-46,300
-79% -$1.73M 0.27% 68
2015
Q1 		$2.3M Buy
+58,500
New +$2.14M 1.29% 29
2014
Q3 		– Sell
-26,400
Closed -$974K – 89
2014
Q2 		$974K Buy
+26,400
New +$936K 0.49% 68
2014
Q1 		– Sell
-112,100
Closed -$4.15M – 85
2013
Q4 		$4.15M Buy
112,100
+20,100
+22% +$667K 2.25% 17
2013
Q3 		$2.98M Sell
92,000
-10,500
-10% -$340K 1.75% 28
2013
Q2 		$3.35M Buy
+102,500
New +$3.46M 1.84% 22

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Caldwell & Orkin's TOL Position: Q2 2017 in Review

Caldwell & Orkin sold out of Toll Brothers (TOL) in Q2 2017, closing a stake of 15,100 shares — an estimated $545K sold.

Caldwell & Orkin first reported a position in TOL in Q2 2013 and held it in 7 quarters. The position peaked at $4.15M in Q4 2013. 389 funds tracked by Wall St. Rank hold TOL as of Q2 2017.

  • Caldwell & Orkin reported no remaining Toll Brothers position as of Q2 2017 after selling out during the quarter.
  • Caldwell & Orkin sold 15,100 Toll Brothers shares in Q2 2017, an estimated $545K.
  • Caldwell & Orkin first reported a position in Toll Brothers in Q2 2013 and held it in 7 quarters.
  • Caldwell & Orkin's Toll Brothers position peaked at $4.15M in Q4 2013.
  • 389 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2017.

Based on Caldwell & Orkin's 13F filing for Q2 2017, filed 10 Aug 2017.