Claris Advisors’s Toll Brothers TOL Stock Holding History

Claris Advisors’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 Q4	–	Sell	-7	Closed	-$1.08K	–	1054
2024 Q3	$1.08K	Buy	+7	New	+$949	﹤0.01%	420

Other funds holding TOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Claris Advisors's TOL Position: Q4 2024 in Review

Claris Advisors sold out of Toll Brothers (TOL) in Q4 2024, closing a stake of 7 shares — an estimated $1.08K sold.

Claris Advisors first reported a position in TOL in Q3 2024 and held it in 1 quarter. The position peaked at $1.08K in Q3 2024. 721 funds tracked by Wall St. Rank hold TOL as of Q4 2024.

Claris Advisors reported no remaining Toll Brothers position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 7 Toll Brothers shares in Q4 2024, an estimated $1.08K.
Claris Advisors first reported a position in Toll Brothers in Q3 2024 and held it in 1 quarter.
Claris Advisors's Toll Brothers position peaked at $1.08K in Q3 2024.
721 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.