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Cavalier Investments’s Toll Brothers TOL Stock Holding History

Cavalier Investments’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
2018
Q1 		– Sell
-11,136
Closed -$535K – 194
2017
Q4 		$535K Buy
11,136
+4,717
+73% +$217K 0.21% 84
2017
Q3 		$266K Hold
6,419
– – 0.13% 123
2017
Q2 		$254K Sell
6,419
-1,500
-19% -$56K 0.14% 125
2017
Q1 		$286K Sell
7,919
-1,197
-13% -$39.9K 0.16% 120
2016
Q4 		$283K Buy
9,116
+188
+2% +$5.57K 0.18% 91
2016
Q3 		$267K Buy
+8,928
New +$258K 0.16% 101

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cavalier Investments's TOL Position: Q1 2018 in Review

Cavalier Investments sold out of Toll Brothers (TOL) in Q1 2018, closing a stake of 11,136 shares — an estimated $535K sold.

Cavalier Investments first reported a position in TOL in Q3 2016 and held it in 6 quarters. The position peaked at $535K in Q4 2017. 429 funds tracked by Wall St. Rank hold TOL as of Q1 2018.

  • Cavalier Investments reported no remaining Toll Brothers position as of Q1 2018 after selling out during the quarter.
  • Cavalier Investments sold 11,136 Toll Brothers shares in Q1 2018, an estimated $535K.
  • Cavalier Investments first reported a position in Toll Brothers in Q3 2016 and held it in 6 quarters.
  • Cavalier Investments's Toll Brothers position peaked at $535K in Q4 2017.
  • 429 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2018.

Based on Cavalier Investments's 13F filing for Q1 2018, filed 10 May 2018.