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Concourse Financial Group Securities’s Toll Brothers TOL Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-122
Closed -$16.6K – 1877
2024
Q4 		$16.6K Sell
122
-79
-39% -$11.7K ﹤0.01% 1598
2024
Q3 		$31.1K Buy
201
+129
+179% +$17.5K ﹤0.01% 1371
2024
Q2 		$8.29K Buy
72
+33
+85% +$3.99K ﹤0.01% 1739
2024
Q1 		$5.04K Buy
39
+15
+63% +$1.63K ﹤0.01% 1880
2023
Q4 		$2.47K Buy
+24
New +$2K ﹤0.01% 1980
2022
Q1 		– Sell
-4,428
Closed -$248K – 2438
2021
Q4 		$321K Sell
4,428
-208
-4% -$13.4K 0.02% 582
2021
Q3 		$256K Sell
4,636
-496
-10% -$29.3K 0.02% 637
2021
Q2 		$297K Sell
5,132
-248
-5% -$15.1K 0.02% 593
2021
Q1 		$305K Sell
5,380
-360
-6% -$18.8K 0.02% 546
2020
Q4 		$250K Sell
5,740
-286
-5% -$13.3K 0.02% 559
2020
Q3 		$293K Buy
6,026
+78
+1% +$3.15K 0.03% 448
2020
Q2 		$194K Buy
5,948
+3,700
+165% +$101K 0.02% 523
2020
Q1 		$43K Buy
2,248
+1,281
+132% +$48.5K ﹤0.01% 967
2019
Q4 		$38K Buy
967
+127
+15% +$5.08K ﹤0.01% 1045
2019
Q3 		$34K Sell
840
-634
-43% -$23.4K 0.01% 763
2019
Q2 		$54K Sell
1,474
-1,544
-51% -$57.6K 0.01% 840
2019
Q1 		$109K Sell
3,018
-1,206
-29% -$43.3K 0.01% 660
2018
Q4 		$139K Buy
4,224
+1,851
+78% +$59.5K 0.02% 536
2018
Q3 		$78K Buy
+2,373
New +$85.9K 0.02% 485

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Concourse Financial Group Securities's TOL Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 122 shares — an estimated $16.6K sold.

Concourse Financial Group Securities first reported a position in TOL in Q3 2018 and held it in 19 quarters. The position peaked at $321K in Q4 2021. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 122 Toll Brothers shares in Q1 2025, an estimated $16.6K.
  • Concourse Financial Group Securities first reported a position in Toll Brothers in Q3 2018 and held it in 19 quarters.
  • Concourse Financial Group Securities's Toll Brothers position peaked at $321K in Q4 2021.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.