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Essex Investment Management’s Toll Brothers TOL Stock Holding History

Essex Investment 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
-54,466
Closed -$1.05M – 446
2020
Q1 		$1.05M Buy
+54,466
New +$2.06M 0.21% 153
2016
Q3 		– Sell
-75,672
Closed -$2.04M – 358
2016
Q2 		$2.04M Sell
75,672
-17,672
-19% -$497K 0.34% 80
2016
Q1 		$2.75M Buy
+93,344
New +$2.61M 0.47% 46
2014
Q3 		– Sell
-8,680
Closed -$320K – 380
2014
Q2 		$320K Sell
8,680
-3,039
-26% -$108K 0.05% 292
2014
Q1 		$421K Buy
11,719
+1,111
+10% +$40.9K 0.06% 264
2013
Q4 		$392K Buy
+10,608
New +$352K 0.06% 289

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 $733B AUM 35.63% 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 $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $871B AUM 31.28% 1-Year Est. Return

Essex Investment Management's TOL Position: Q2 2020 in Review

Essex Investment Management sold out of Toll Brothers (TOL) in Q2 2020, closing a stake of 54,466 shares — an estimated $1.05M sold.

Essex Investment Management first reported a position in TOL in Q4 2013 and held it in 6 quarters. The position peaked at $2.75M in Q1 2016. 347 funds tracked by Wall St. Rank hold TOL as of Q2 2020.

  • Essex Investment Management reported no remaining Toll Brothers position as of Q2 2020 after selling out during the quarter.
  • Essex Investment Management sold 54,466 Toll Brothers shares in Q2 2020, an estimated $1.05M.
  • Essex Investment Management first reported a position in Toll Brothers in Q4 2013 and held it in 6 quarters.
  • Essex Investment Management's Toll Brothers position peaked at $2.75M in Q1 2016.
  • 347 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2020.

Based on Essex Investment Management's 13F filing for Q2 2020, filed 4 Aug 2020.