CP
TOL icon

Camelot Portfolios’s Toll Brothers TOL Stock Holding History

Camelot Portfolios’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
Q3 		– Sell
-1,000
Closed -$115K – 512
2024
Q2 		$115K Buy
+1,000
New +$121K 0.07% 226
2021
Q2 		– Sell
-6,464
Closed -$367K – 261
2021
Q1 		$367K Sell
6,464
-361
-5% -$18.9K 0.15% 155
2020
Q4 		$297K Sell
6,825
-292
-4% -$13.5K 0.16% 163
2020
Q3 		$346K Sell
7,117
-4,100
-37% -$166K 0.22% 122
2020
Q2 		$366K Sell
11,217
-1,810
-14% -$49.5K 0.24% 114
2020
Q1 		$251K Buy
13,027
+4,560
+54% +$173K 0.14% 163
2019
Q4 		$335K Sell
8,467
-88
-1% -$3.52K 0.14% 165
2019
Q3 		$351K Sell
8,555
-17,533
-67% -$647K 0.17% 139
2019
Q2 		$955K Sell
26,088
-2,536
-9% -$94.7K 0.4% 75
2019
Q1 		$1.04M Buy
28,624
+1,733
+6% +$62.3K 0.43% 67
2018
Q4 		$886K Buy
+26,891
New +$864K 0.41% 73

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Camelot Portfolios's TOL Position: Q3 2024 in Review

Camelot Portfolios sold out of Toll Brothers (TOL) in Q3 2024, closing a stake of 1,000 shares — an estimated $115K sold.

Camelot Portfolios first reported a position in TOL in Q4 2018 and held it in 11 quarters. The position peaked at $1.04M in Q1 2019. 718 funds tracked by Wall St. Rank hold TOL as of Q3 2024.

  • Camelot Portfolios reported no remaining Toll Brothers position as of Q3 2024 after selling out during the quarter.
  • Camelot Portfolios sold 1,000 Toll Brothers shares in Q3 2024, an estimated $115K.
  • Camelot Portfolios first reported a position in Toll Brothers in Q4 2018 and held it in 11 quarters.
  • Camelot Portfolios's Toll Brothers position peaked at $1.04M in Q1 2019.
  • 718 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2024.

Based on Camelot Portfolios's 13F filing for Q3 2024, filed 12 Nov 2024.