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Cumberland Partners’s Toll Brothers TOL Stock Holding History

Cumberland Partners’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
-24,050
Closed -$3.03M – 194
2024
Q4 		$3.03M Sell
24,050
-4,745
-16% -$705K 0.21% 72
2024
Q3 		$4.45M Hold
28,795
– – 0.31% 64
2024
Q2 		$3.32M Sell
28,795
-34,970
-55% -$4.23M 0.24% 72
2024
Q1 		$8.25M Sell
63,765
-24,750
-28% -$2.69M 0.6% 37
2023
Q4 		$8.96M Buy
88,515
+15,955
+22% +$1.33M 0.82% 32
2023
Q3 		$5.37M Sell
72,560
-3,650
-5% -$288K 0.52% 41
2023
Q2 		$6.03M Sell
76,210
-42,855
-36% -$2.88M 0.55% 40
2023
Q1 		$7.15M Buy
119,065
+68,865
+137% +$3.97M 0.7% 34
2022
Q4 		$2.51M Buy
+50,200
New +$2.31M 0.26% 74

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

Cumberland Partners's TOL Position: Q1 2025 in Review

Cumberland Partners sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 24,050 shares — an estimated $3.03M sold.

Cumberland Partners first reported a position in TOL in Q4 2022 and held it in 9 quarters. The position peaked at $8.96M in Q4 2023. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • Cumberland Partners reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • Cumberland Partners sold 24,050 Toll Brothers shares in Q1 2025, an estimated $3.03M.
  • Cumberland Partners first reported a position in Toll Brothers in Q4 2022 and held it in 9 quarters.
  • Cumberland Partners's Toll Brothers position peaked at $8.96M in Q4 2023.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Cumberland Partners's 13F filing for Q1 2025, filed 9 May 2025.