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First Pacific Advisors’s Toll Brothers TOL Stock Holding History

First Pacific Advisors’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
Q1 		– Sell
-11,500
Closed -$574K – 151
2022
Q4 		$574K Sell
11,500
-1,000
-8% -$46K 0.01% 114
2022
Q3 		$525K Hold
12,500
– – 0.01% 130
2022
Q2 		$558K Buy
+12,500
New +$585K 0.01% 126

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Pacific Advisors's TOL Position: Q1 2023 in Review

First Pacific Advisors sold out of Toll Brothers (TOL) in Q1 2023, closing a stake of 11,500 shares — an estimated $574K sold.

First Pacific Advisors first reported a position in TOL in Q2 2022 and held it in 3 quarters. The position peaked at $574K in Q4 2022. 447 funds tracked by Wall St. Rank hold TOL as of Q1 2023.

  • First Pacific Advisors reported no remaining Toll Brothers position as of Q1 2023 after selling out during the quarter.
  • First Pacific Advisors sold 11,500 Toll Brothers shares in Q1 2023, an estimated $574K.
  • First Pacific Advisors first reported a position in Toll Brothers in Q2 2022 and held it in 3 quarters.
  • First Pacific Advisors's Toll Brothers position peaked at $574K in Q4 2022.
  • 447 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2023.

Based on First Pacific Advisors's 13F filing for Q1 2023, filed 9 May 2023.