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Edmonds Duncan Registered Investment Advisors’s Toll Brothers TOL Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
Q3 		– Sell
-2,660
Closed -$306K – 132
2024
Q2 		$306K Hold
2,660
– – 0.07% 99
2024
Q1 		$344K Sell
2,660
-593
-18% -$64.5K 0.09% 93
2023
Q4 		$334K Buy
3,253
+8
+0.2% +$667 0.09% 92
2023
Q3 		$240K Buy
3,245
+19
+0.6% +$1.5K 0.07% 118
2023
Q2 		$255K Buy
+3,226
New +$216K 0.08% 107

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's TOL Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors sold out of Toll Brothers (TOL) in Q3 2024, closing a stake of 2,660 shares — an estimated $306K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in TOL in Q2 2023 and held it in 5 quarters. The position peaked at $344K in Q1 2024. 718 funds tracked by Wall St. Rank hold TOL as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Toll Brothers position as of Q3 2024 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 2,660 Toll Brothers shares in Q3 2024, an estimated $306K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Toll Brothers in Q2 2023 and held it in 5 quarters.
  • Edmonds Duncan Registered Investment Advisors's Toll Brothers position peaked at $344K in Q1 2024.
  • 718 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.