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INVST’s Toll Brothers TOL Stock Holding History

INVST’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 		– Sell
-1,697
Closed -$262K – 266
2024
Q3 		$262K Buy
+1,697
New +$230K 0.03% 213
2024
Q2 		– Sell
-1,735
Closed -$222K – 279
2024
Q1 		$222K Sell
1,735
-10,961
-86% -$1.19M 0.03% 219
2023
Q4 		$1.25M Sell
12,696
-154
-1% -$12.8K 0.16% 83
2023
Q3 		$950K Buy
12,850
+308
+2% +$24.3K 0.14% 96
2023
Q2 		$992K Buy
12,542
+94
+0.8% +$6.31K 0.14% 83
2023
Q1 		$785K Buy
+12,448
New +$718K 0.12% 105

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 $6.07B AUM 11.2% 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 $298B AUM 21.96% 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

INVST's TOL Position: Q4 2024 in Review

INVST sold out of Toll Brothers (TOL) in Q4 2024, closing a stake of 1,697 shares — an estimated $262K sold.

INVST first reported a position in TOL in Q1 2023 and held it in 6 quarters. The position peaked at $1.25M in Q4 2023. 721 funds tracked by Wall St. Rank hold TOL as of Q4 2024.

  • INVST reported no remaining Toll Brothers position as of Q4 2024 after selling out during the quarter.
  • INVST sold 1,697 Toll Brothers shares in Q4 2024, an estimated $262K.
  • INVST first reported a position in Toll Brothers in Q1 2023 and held it in 6 quarters.
  • INVST's Toll Brothers position peaked at $1.25M in Q4 2023.
  • 721 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2024.

Based on INVST's 13F filing for Q4 2024, filed 19 Feb 2025.