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Elmwood Wealth Management’s Toll Brothers TOL Stock Holding History

Elmwood Wealth 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
2020
Q2 		– Sell
-40
Closed -$1.74K – 339
2020
Q1 		$1.74K Buy
+40
New +$1.51K ﹤0.01% 263
2019
Q4 		– Sell
-41
Closed -$2K – 228
2019
Q3 		$2K Buy
41
+1
+3% +$37 ﹤0.01% 251
2019
Q2 		$1K Hold
40
– – ﹤0.01% 275
2019
Q1 		$1K Sell
40
-1
-2% -$36 ﹤0.01% 276
2018
Q4 		$1K Hold
41
– – ﹤0.01% 287
2018
Q3 		$1.34K Buy
41
+1
+3% +$36 ﹤0.01% 267
2018
Q2 		$1.49K Hold
40
– – ﹤0.01% 267
2018
Q1 		$1.74K Buy
+40
New +$1.88K ﹤0.01% 263

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Elmwood Wealth Management's TOL Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Toll Brothers (TOL) in Q2 2020, closing a stake of 40 shares — an estimated $1.74K sold.

Elmwood Wealth Management first reported a position in TOL in Q1 2018 and held it in 8 quarters. The position peaked at $2K in Q3 2019. 347 funds tracked by Wall St. Rank hold TOL as of Q2 2020.

  • Elmwood Wealth Management reported no remaining Toll Brothers position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 40 Toll Brothers shares in Q2 2020, an estimated $1.74K.
  • Elmwood Wealth Management first reported a position in Toll Brothers in Q1 2018 and held it in 8 quarters.
  • Elmwood Wealth Management's Toll Brothers position peaked at $2K in Q3 2019.
  • 347 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.