Echo Street Capital Management’s Toll Brothers TOL Stock Holding History

Echo Street Capital Management’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
2023 Q3	–	Sell	-12,597	Closed	-$996K	–	579
2023 Q2	$996K	Buy	+12,597	New	+$845K	0.01%	143
2022 Q1	–	Sell	-13,638	Closed	-$987K	–	742
2021 Q4	$987K	Buy	13,638 +8,119	+147%	+$522K	0.01%	252
2021 Q3	$305K	Sell	5,519 -4,594	-45%	-$272K	﹤0.01%	522
2021 Q2	$585K	Sell	10,113 -100,676	-91%	-$6.14M	﹤0.01%	321
2021 Q1	$6.29M	Sell	110,789 -1,163,238	-91%	-$60.9M	0.06%	130
2020 Q4	$55.4M	Buy	1,274,027 +474,590	+59%	+$22M	0.55%	77
2020 Q3	$38.9M	Sell	799,437 -25,415	-3%	-$1.03M	0.67%	79
2020 Q2	$26.9M	Sell	824,852 -1,058,076	-56%	-$28.9M	0.32%	113
2020 Q1	$36.2M	Buy	1,882,928 +717,638	+62%	+$27.2M	0.78%	47
2019 Q4	$46M	Buy	1,165,290 +257,922	+28%	+$10.3M	0.71%	50
2019 Q3	$37.2M	Buy	907,368 +402,389	+80%	+$14.8M	0.63%	64
2019 Q2	$18.5M	Buy	504,979 +220,824	+78%	+$8.24M	0.33%	108
2019 Q1	$10.3M	Buy	+284,155	New	+$10.2M	0.2%	133
2018 Q4	–	Sell	-878,753	Closed	-$29M	–	192
2018 Q3	$29M	Buy	+878,753	New	+$31.8M	0.64%	61
2016 Q4	–	Sell	-235,739	Closed	-$7.04M	–	183
2016 Q3	$7.04M	Buy	235,739 +1,257	+0.5%	+$36.3K	0.3%	113
2016 Q2	$6.31M	Sell	234,482 -68,102	-23%	-$1.91M	0.26%	116
2016 Q1	$8.93M	Buy	302,584 +269,484	+814%	+$7.53M	0.46%	79
2015 Q4	$1.1M	Buy	+33,100	New	+$1.18M	0.05%	154
2014 Q4	–	Sell	-195,382	Closed	-$6.09M	–	158
2014 Q3	$6.09M	Buy	195,382 +70,955	+57%	+$2.43M	0.35%	92
2014 Q2	$4.59M	Buy	124,427 +7,150	+6%	+$254K	0.3%	95
2014 Q1	$4.21M	Buy	+117,277	New	+$4.32M	0.33%	88

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Echo Street Capital Management's TOL Position: Q3 2023 in Review

Echo Street Capital Management sold out of Toll Brothers (TOL) in Q3 2023, closing a stake of 12,597 shares — an estimated $996K sold.

Echo Street Capital Management first reported a position in TOL in Q1 2014 and held it in 21 quarters. The position peaked at $55.4M in Q4 2020. 516 funds tracked by Wall St. Rank hold TOL as of Q3 2023.

Echo Street Capital Management reported no remaining Toll Brothers position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 12,597 Toll Brothers shares in Q3 2023, an estimated $996K.
Echo Street Capital Management first reported a position in Toll Brothers in Q1 2014 and held it in 21 quarters.
Echo Street Capital Management's Toll Brothers position peaked at $55.4M in Q4 2020.
516 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.