Gemmer Asset Management’s Toll Brothers TOL Stock Holding History

Gemmer Asset 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	-346	Closed	-$14K	–	1438
2019 Q4	$14K	Hold	346	–	–	﹤0.01%	543
2019 Q3	$14K	Hold	346	–	–	﹤0.01%	535
2019 Q2	$13K	Hold	346	–	–	﹤0.01%	551
2019 Q1	$13K	Hold	346	–	–	﹤0.01%	579
2018 Q4	$11K	Hold	346	–	–	﹤0.01%	583
2018 Q3	$11K	Hold	346	–	–	﹤0.01%	670
2018 Q2	$13K	Hold	346	–	–	﹤0.01%	589
2018 Q1	$15K	Hold	346	–	–	0.01%	520
2017 Q4	$17K	Hold	346	–	–	0.01%	492
2017 Q3	$14K	Hold	346	–	–	0.01%	531
2017 Q2	$14K	Hold	346	–	–	0.01%	514
2017 Q1	$12K	Hold	346	–	–	0.01%	581
2016 Q4	$11K	Hold	346	–	–	0.01%	589
2016 Q3	$10K	Hold	346	–	–	0.01%	609
2016 Q2	$9K	Hold	346	–	–	﹤0.01%	621
2016 Q1	$10K	Buy	346 +29	+9%	+$811	0.01%	549
2015 Q4	$11K	Hold	317	–	–	0.01%	517
2015 Q3	$11K	Hold	317	–	–	0.01%	526
2015 Q2	$12K	Hold	317	–	–	0.01%	524
2015 Q1	$12K	Hold	317	–	–	0.01%	535
2014 Q4	$11K	Hold	317	–	–	0.01%	553
2014 Q3	$10K	Hold	317	–	–	0.01%	573
2014 Q2	$12K	Hold	317	–	–	0.01%	521
2014 Q1	$11K	Buy	+317	New	+$11.7K	0.01%	548

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

Gemmer Asset Management's TOL Position: Q1 2020 in Review

Gemmer Asset Management sold out of Toll Brothers (TOL) in Q1 2020, closing a stake of 346 shares — an estimated $14K sold.

Gemmer Asset Management first reported a position in TOL in Q1 2014 and held it in 24 quarters. The position peaked at $17K in Q4 2017. 314 funds tracked by Wall St. Rank hold TOL as of Q1 2020.

Gemmer Asset Management reported no remaining Toll Brothers position as of Q1 2020 after selling out during the quarter.
Gemmer Asset Management sold 346 Toll Brothers shares in Q1 2020, an estimated $14K.
Gemmer Asset Management first reported a position in Toll Brothers in Q1 2014 and held it in 24 quarters.
Gemmer Asset Management's Toll Brothers position peaked at $17K in Q4 2017.
314 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2020.

Based on Gemmer Asset Management's 13F filing for Q1 2020, filed 1 May 2020.