Cerity Partners OCIO’s Toll Brothers TOL Stock Holding History

Cerity Partners OCIO’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
2019 Q4	–	Sell	-7,749	Closed	-$318K	–	358
2019 Q3	$318K	Buy	+7,749	New	+$286K	0.02%	257

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cerity Partners OCIO's TOL Position: Q4 2019 in Review

Cerity Partners OCIO sold out of Toll Brothers (TOL) in Q4 2019, closing a stake of 7,749 shares — an estimated $318K sold.

Cerity Partners OCIO first reported a position in TOL in Q3 2019 and held it in 1 quarter. The position peaked at $318K in Q3 2019. 375 funds tracked by Wall St. Rank hold TOL as of Q4 2019.

Cerity Partners OCIO reported no remaining Toll Brothers position as of Q4 2019 after selling out during the quarter.
Cerity Partners OCIO sold 7,749 Toll Brothers shares in Q4 2019, an estimated $318K.
Cerity Partners OCIO first reported a position in Toll Brothers in Q3 2019 and held it in 1 quarter.
Cerity Partners OCIO's Toll Brothers position peaked at $318K in Q3 2019.
375 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2019.

Based on Cerity Partners OCIO's 13F filing for Q4 2019, filed 11 Feb 2020.