CP
TOL icon

Castleview Partners’s Toll Brothers TOL Stock Holding History

Castleview Partners’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
-499
Closed -$36.9K – 894
2023
Q3 		$36.9K Buy
+499
New +$39.4K 0.03% 306

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Castleview Partners's TOL Position: Q4 2023 in Review

Castleview Partners sold out of Toll Brothers (TOL) in Q4 2023, closing a stake of 499 shares — an estimated $36.9K sold.

Castleview Partners first reported a position in TOL in Q3 2023 and held it in 1 quarter. The position peaked at $36.9K in Q3 2023. 574 funds tracked by Wall St. Rank hold TOL as of Q4 2023.

  • Castleview Partners reported no remaining Toll Brothers position as of Q4 2023 after selling out during the quarter.
  • Castleview Partners sold 499 Toll Brothers shares in Q4 2023, an estimated $36.9K.
  • Castleview Partners first reported a position in Toll Brothers in Q3 2023 and held it in 1 quarter.
  • Castleview Partners's Toll Brothers position peaked at $36.9K in Q3 2023.
  • 574 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2023.

Based on Castleview Partners's 13F filing for Q4 2023, filed 5 Feb 2024.