IRF
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IBM Retirement Fund’s Toll Brothers TOL Stock Holding History

IBM Retirement Fund’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
2021
Q2 		– Sell
-3,977
Closed -$226K – 793
2021
Q1 		$226K Buy
+3,977
New +$208K 0.02% 722
2017
Q1 		– Sell
-12,294
Closed -$381K – 703
2016
Q4 		$381K Sell
12,294
-2,138
-15% -$63.4K 0.02% 689
2016
Q3 		$431K Sell
14,432
-1,185
-8% -$34.2K 0.02% 693
2016
Q2 		$420K Sell
15,617
-2,061
-12% -$57.9K 0.02% 728
2016
Q1 		$522K Sell
17,678
-24,821
-58% -$694K 0.02% 638
2015
Q4 		$1.42M Buy
42,499
+4,972
+13% +$177K 0.03% 610
2015
Q3 		$1.28M Sell
37,527
-5,263
-12% -$199K 0.03% 559
2015
Q2 		$1.63M Sell
42,790
-1,287
-3% -$48.2K 0.03% 573
2015
Q1 		$1.73M Hold
44,077
– – 0.03% 550
2014
Q4 		$1.51M Buy
44,077
+5,913
+15% +$193K 0.03% 579
2014
Q3 		$1.19M Sell
38,164
-7,051
-16% -$242K 0.02% 616
2014
Q2 		$1.66M Buy
45,215
+1,038
+2% +$36.8K 0.03% 554
2014
Q1 		$1.58M Sell
44,177
-24,166
-35% -$890K 0.03% 563
2013
Q4 		$2.53M Sell
68,343
-2,871
-4% -$95.2K 0.03% 535
2013
Q3 		$2.31M Sell
71,214
-8,863
-11% -$287K 0.03% 555
2013
Q2 		$2.61M Buy
+80,077
New +$2.71M 0.03% 533

Other funds holding TOL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return