EPG Wealth Management’s Toll Brothers TOL Stock Holding History

EPG 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 Q1	–	Sell	-1,338	Closed	-$53K	–	867
2019 Q4	$53K	Buy	+1,338	New	+$53.5K	0.04%	229

Other funds holding TOL

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

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

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

EPG Wealth Management's TOL Position: Q1 2020 in Review

EPG Wealth Management sold out of Toll Brothers (TOL) in Q1 2020, closing a stake of 1,338 shares — an estimated $53K sold.

EPG Wealth Management first reported a position in TOL in Q4 2019 and held it in 1 quarter. The position peaked at $53K in Q4 2019. 314 funds tracked by Wall St. Rank hold TOL as of Q1 2020.

EPG Wealth Management reported no remaining Toll Brothers position as of Q1 2020 after selling out during the quarter.
EPG Wealth Management sold 1,338 Toll Brothers shares in Q1 2020, an estimated $53K.
EPG Wealth Management first reported a position in Toll Brothers in Q4 2019 and held it in 1 quarter.
EPG Wealth Management's Toll Brothers position peaked at $53K in Q4 2019.
314 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2020.

Based on EPG Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.