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Everest Capital’s Toll Brothers TOL Stock Holding History

Everest Capital’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
2016
Q1 		– Sell
-6,200
Closed -$206K – 5
2015
Q4 		$206K Buy
+6,200
New +$221K 17.44% 3
2015
Q1 		– Sell
-120,500
Closed -$4.13M – 38
2014
Q4 		$4.13M Buy
+120,500
New +$3.93M 0.99% 30
2014
Q2 		– Sell
-45,400
Closed -$1.63M – 42
2014
Q1 		$1.63M Hold
45,400
– – 0.39% 27
2013
Q4 		$1.68M Buy
45,400
+23,000
+103% +$763K 0.37% 28
2013
Q3 		$726K Sell
22,400
-13,500
-38% -$437K 0.16% 32
2013
Q2 		$1.17M Buy
+35,900
New +$1.21M 0.34% 27

Other funds holding TOL

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return