EI
TOL icon

Ellevest Inc’s Toll Brothers TOL Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-478
Closed -$28.7K – 1522
2023
Q1 		$28.7K Buy
478
+242
+103% +$14K ﹤0.01% 750
2022
Q4 		$11.8K Buy
236
+61
+35% +$2.81K ﹤0.01% 989
2022
Q3 		$7K Buy
+175
New +$8.11K ﹤0.01% 1116
2021
Q4 		– Sell
-576
Closed -$32K – 1658
2021
Q3 		$32K Hold
576
– – ﹤0.01% 573
2021
Q2 		$33K Hold
576
– – ﹤0.01% 554
2021
Q1 		$33K Hold
576
– – ﹤0.01% 560
2020
Q4 		$25K Hold
576
– – ﹤0.01% 589
2020
Q3 		$28K Hold
576
– – 0.01% 467
2020
Q2 		$19K Buy
576
+87
+18% +$2.38K ﹤0.01% 500
2020
Q1 		$9K Hold
489
– – ﹤0.01% 572
2019
Q4 		$19K Buy
+489
New +$19.5K 0.01% 428

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return