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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 – 1508
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 – 1650
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 $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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 $552B AUM 44.19% 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 $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ellevest Inc's TOL Position: Q2 2023 in Review

Ellevest Inc sold out of Toll Brothers (TOL) in Q2 2023, closing a stake of 478 shares — an estimated $28.7K sold.

Ellevest Inc first reported a position in TOL in Q4 2019 and held it in 11 quarters. The position peaked at $33K in Q2 2021. 514 funds tracked by Wall St. Rank hold TOL as of Q2 2023.

  • Ellevest Inc reported no remaining Toll Brothers position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 478 Toll Brothers shares in Q2 2023, an estimated $28.7K.
  • Ellevest Inc first reported a position in Toll Brothers in Q4 2019 and held it in 11 quarters.
  • Ellevest Inc's Toll Brothers position peaked at $33K in Q2 2021.
  • 514 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.