DLCIG
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D.L. Carlson Investment Group’s Toll Brothers TOL Stock Holding History

D.L. Carlson Investment Group’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
2024
Q2 		– Sell
-56,862
Closed -$7.36M – 148
2024
Q1 		$7.36M Sell
56,862
-25,757
-31% -$2.8M 1.44% 15
2023
Q4 		$8.61M Sell
82,619
-21,239
-20% -$1.77M 1.75% 14
2023
Q3 		$7.68M Buy
103,858
+417
+0.4% +$32.9K 1.55% 15
2023
Q2 		$8.18M Buy
103,441
+3,930
+4% +$264K 1.56% 16
2023
Q1 		$5.97M Buy
99,511
+23,196
+30% +$1.34M 1.36% 27
2022
Q4 		$3.81M Buy
+76,315
New +$3.51M 0.82% 45
2020
Q1 		– Sell
-38,600
Closed -$1.52M – 164
2019
Q4 		$1.52M Buy
+38,600
New +$1.54M 0.44% 74

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $315B AUM 27.84% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.L. Carlson Investment Group's TOL Position: Q2 2024 in Review

D.L. Carlson Investment Group sold out of Toll Brothers (TOL) in Q2 2024, closing a stake of 56,862 shares — an estimated $7.36M sold.

D.L. Carlson Investment Group first reported a position in TOL in Q4 2019 and held it in 7 quarters. The position peaked at $8.61M in Q4 2023. 659 funds tracked by Wall St. Rank hold TOL as of Q2 2024.

  • D.L. Carlson Investment Group reported no remaining Toll Brothers position as of Q2 2024 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 56,862 Toll Brothers shares in Q2 2024, an estimated $7.36M.
  • D.L. Carlson Investment Group first reported a position in Toll Brothers in Q4 2019 and held it in 7 quarters.
  • D.L. Carlson Investment Group's Toll Brothers position peaked at $8.61M in Q4 2023.
  • 659 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2024.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2024, filed 14 Aug 2024.