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Institutional & Family Asset Management’s Toll Brothers TOL Stock Holding History

Institutional & Family Asset 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
Q3 		– Sell
-77
Closed -$3K – 778
2022
Q2 		$3K Hold
77
– – ﹤0.01% 570
2022
Q1 		$4K Buy
77
+31
+67% +$1.74K ﹤0.01% 591
2021
Q4 		$3K Hold
46
– – ﹤0.01% 637
2021
Q3 		$3K Hold
46
– – ﹤0.01% 744
2021
Q2 		$3K Buy
+46
New +$2.8K ﹤0.01% 794

Other funds holding TOL

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Institutional & Family Asset Management's TOL Position: Q3 2022 in Review

Institutional & Family Asset Management sold out of Toll Brothers (TOL) in Q3 2022, closing a stake of 77 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in TOL in Q2 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 383 funds tracked by Wall St. Rank hold TOL as of Q3 2022.

  • Institutional & Family Asset Management reported no remaining Toll Brothers position as of Q3 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 77 Toll Brothers shares in Q3 2022, an estimated $3K.
  • Institutional & Family Asset Management first reported a position in Toll Brothers in Q2 2021 and held it in 5 quarters.
  • Institutional & Family Asset Management's Toll Brothers position peaked at $4K in Q1 2022.
  • 383 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2022.

Based on Institutional & Family Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.