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Custom Index Systems’s Toll Brothers TOL Stock Holding History

Custom Index Systems’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
-6,247
Closed -$787K – 353
2024
Q4 		$787K Buy
6,247
+727
+13% +$108K 0.42% 66
2024
Q3 		$853K Buy
5,520
+1,709
+45% +$232K 0.46% 68
2024
Q2 		$439K Sell
3,811
-563
-13% -$68.1K 0.25% 110
2024
Q1 		$566K Sell
4,374
-377
-8% -$41K 0.32% 71
2023
Q4 		$488K Buy
+4,751
New +$396K 0.3% 82

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 $6.07B AUM 11.2% 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

Custom Index Systems's TOL Position: Q1 2025 in Review

Custom Index Systems sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 6,247 shares — an estimated $787K sold.

Custom Index Systems first reported a position in TOL in Q4 2023 and held it in 5 quarters. The position peaked at $853K in Q3 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • Custom Index Systems reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • Custom Index Systems sold 6,247 Toll Brothers shares in Q1 2025, an estimated $787K.
  • Custom Index Systems first reported a position in Toll Brothers in Q4 2023 and held it in 5 quarters.
  • Custom Index Systems's Toll Brothers position peaked at $853K in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Custom Index Systems's 13F filing for Q1 2025, filed 14 May 2025.