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Householder Group Estate & Retirement Specialist’s Toll Brothers TOL Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$78K Buy
622
+43
+7% +$6.38K 0.06% 180
2024
Q3 		$89K Buy
579
+10
+2% +$1.36K 0.03% 386
2024
Q2 		$65K Buy
569
+3
+0.5% +$363 0.02% 438
2024
Q1 		$73.2K Buy
566
+527
+1,351% +$57.3K 0.02% 410
2023
Q4 		$4K Sell
39
-1
-3% -$83 ﹤0.01% 923
2023
Q3 		$2.96K Buy
+40
New +$3.16K ﹤0.01% 1021

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's TOL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its Toll Brothers (TOL) stake by 7.4% in Q4 2024, buying an estimated $6.38K and bringing the position to 622 shares worth $78K. The position accounts for 0.06% of the portfolio, ranked #180.

Householder Group Estate & Retirement Specialist first reported a position in TOL in Q3 2023 and has held it in 6 quarters since. The position peaked at $89K in Q3 2024. 721 funds tracked by Wall St. Rank hold TOL as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 622 shares of Toll Brothers worth $78K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist bought 43 Toll Brothers shares in Q4 2024, an estimated $6.38K.
  • Toll Brothers made up 0.06% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #180 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Toll Brothers in Q3 2023 and has held it in 6 quarters since.
  • Householder Group Estate & Retirement Specialist's Toll Brothers position peaked at $89K in Q3 2024.
  • 721 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.