Convergence Investment Partners’s Toll Brothers TOL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,053	Closed	-$626K	–	290
2024 Q3	$626K	Buy	+4,053	New	+$550K	0.17%	163
2024 Q2	–	Sell	-1,711	Closed	-$221K	–	294
2024 Q1	$221K	Buy	+1,711	New	+$186K	0.08%	233
2021 Q2	–	Sell	-3,698	Closed	-$210K	–	282
2021 Q1	$210K	Buy	+3,698	New	+$194K	0.1%	197
2018 Q2	–	Sell	-33,289	Closed	-$1.44M	–	854
2018 Q1	$1.44M	Buy	33,289 +3,050	+10%	+$143K	0.19%	187
2017 Q4	$1.45M	Buy	30,239 +6,074	+25%	+$279K	0.2%	194
2017 Q3	$1M	Buy	24,165 +11,663	+93%	+$459K	0.14%	232
2017 Q2	$494K	Sell	12,502 -20,597	-62%	-$769K	0.07%	290
2017 Q1	$1.2M	Sell	33,099 -5,144	-13%	-$172K	0.17%	224
2016 Q4	$1.19M	Buy	+38,243	New	+$1.13M	0.16%	244
2016 Q3	–	Sell	-55,787	Closed	-$1.5M	–	389
2016 Q2	$1.5M	Buy	55,787 +26,641	+91%	+$749K	0.21%	186
2016 Q1	$860K	Buy	+29,146	New	+$815K	0.1%	268
2015 Q2	–	Sell	-31,200	Closed	-$1.23M	–	417
2015 Q1	$1.23M	Buy	+31,200	New	+$1.14M	0.17%	228
2014 Q2	–	Sell	-15,225	Closed	-$547K	–	425
2014 Q1	$547K	Buy	+15,225	New	+$561K	0.08%	272