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CSat Investment Advisory’s Toll Brothers TOL Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-341
Closed -$17K – 922
2020
Q3 		$17K Buy
341
+42
+14% +$1.7K ﹤0.01% 915
2020
Q2 		$10K Sell
299
-224
-43% -$6.13K ﹤0.01% 1047
2020
Q1 		$10K Buy
523
+97
+23% +$3.67K ﹤0.01% 925
2019
Q4 		$17K Buy
426
+52
+14% +$2.08K ﹤0.01% 842
2019
Q3 		$15K Buy
374
+52
+16% +$1.92K ﹤0.01% 799
2019
Q2 		$12K Buy
+322
New +$12K ﹤0.01% 825

Other funds holding TOL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

CSat Investment Advisory's TOL Position: Q4 2020 in Review

CSat Investment Advisory sold out of Toll Brothers (TOL) in Q4 2020, closing a stake of 341 shares — an estimated $17K sold.

CSat Investment Advisory first reported a position in TOL in Q2 2019 and held it in 6 quarters. The position peaked at $17K in Q3 2020. 362 funds tracked by Wall St. Rank hold TOL as of Q4 2020.

  • CSat Investment Advisory reported no remaining Toll Brothers position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 341 Toll Brothers shares in Q4 2020, an estimated $17K.
  • CSat Investment Advisory first reported a position in Toll Brothers in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Toll Brothers position peaked at $17K in Q3 2020.
  • 362 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.