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HGI Capital Management’s Toll Brothers TOL Stock Holding History

HGI Capital 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
2024
Q2 		– Sell
-6,213
Closed -$804K – 41
2024
Q1 		$804K Buy
+6,213
New +$676K 0.87% 22
2016
Q1 		– Sell
-25,234
Closed -$840K – 30
2015
Q4 		$840K Buy
+25,234
New +$900K 1.29% 20

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HGI Capital Management's TOL Position: Q2 2024 in Review

HGI Capital Management sold out of Toll Brothers (TOL) in Q2 2024, closing a stake of 6,213 shares — an estimated $804K sold.

HGI Capital Management first reported a position in TOL in Q4 2015 and held it in 2 quarters. The position peaked at $840K in Q4 2015. 659 funds tracked by Wall St. Rank hold TOL as of Q2 2024.

  • HGI Capital Management reported no remaining Toll Brothers position as of Q2 2024 after selling out during the quarter.
  • HGI Capital Management sold 6,213 Toll Brothers shares in Q2 2024, an estimated $804K.
  • HGI Capital Management first reported a position in Toll Brothers in Q4 2015 and held it in 2 quarters.
  • HGI Capital Management's Toll Brothers position peaked at $840K in Q4 2015.
  • 659 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2024.

Based on HGI Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.