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Howard Marks’s Toll Brothers TOL Stock Holding History

Howard Marks’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
Q2 		– Sell
-558,000
Closed -$33.5M – 250
2023
Q1 		$33.5M Sell
558,000
-39,000
-7% -$2.25M 0.37% 38
2022
Q4 		$29.8M Hold
597,000
– – 0.31% 38
2022
Q3 		$25.1M Hold
597,000
– – 0.28% 43
2022
Q2 		$26.6M Buy
+597,000
New +$27.9M 0.31% 44

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Howard Marks's TOL Position: Q2 2023 in Review

Howard Marks sold out of Toll Brothers (TOL) in Q2 2023, closing a stake of 558,000 shares — an estimated $33.5M sold.

Howard Marks first reported a position in TOL in Q2 2022 and held it in 4 quarters. The position peaked at $33.5M in Q1 2023. 515 funds tracked by Wall St. Rank hold TOL as of Q2 2023.

  • Howard Marks reported no remaining Toll Brothers position as of Q2 2023 after selling out during the quarter.
  • Howard Marks sold 558,000 Toll Brothers shares in Q2 2023, an estimated $33.5M.
  • Howard Marks first reported a position in Toll Brothers in Q2 2022 and held it in 4 quarters.
  • Howard Marks's Toll Brothers position peaked at $33.5M in Q1 2023.
  • 515 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2023.

Based on Oaktree Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.