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Goelzer Investment Management’s Toll Brothers TOL Stock Holding History

Goelzer 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
2022
Q4 		– Sell
-21,706
Closed -$912K – 247
2022
Q3 		$912K Sell
21,706
-25
-0.1% -$1.16K 0.09% 147
2022
Q2 		$969K Sell
21,731
-1,441
-6% -$67.4K 0.09% 151
2022
Q1 		$1.09M Buy
+23,172
New +$1.3M 0.09% 149

Other funds holding TOL

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goelzer Investment Management's TOL Position: Q4 2022 in Review

Goelzer Investment Management sold out of Toll Brothers (TOL) in Q4 2022, closing a stake of 21,706 shares — an estimated $912K sold.

Goelzer Investment Management first reported a position in TOL in Q1 2022 and held it in 3 quarters. The position peaked at $1.09M in Q1 2022. 427 funds tracked by Wall St. Rank hold TOL as of Q4 2022.

  • Goelzer Investment Management reported no remaining Toll Brothers position as of Q4 2022 after selling out during the quarter.
  • Goelzer Investment Management sold 21,706 Toll Brothers shares in Q4 2022, an estimated $912K.
  • Goelzer Investment Management first reported a position in Toll Brothers in Q1 2022 and held it in 3 quarters.
  • Goelzer Investment Management's Toll Brothers position peaked at $1.09M in Q1 2022.
  • 427 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2022.

Based on Goelzer Investment Management's 13F filing for Q4 2022, filed 20 Jan 2023.