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Itau Unibanco Holding S.A.’s Toll Brothers TOL Stock Holding History

Itau Unibanco Holding S.A.’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
Q4 		– Sell
-613
Closed -$45.3K – 522
2023
Q3 		$45.3K Sell
613
-303
-33% -$23.9K ﹤0.01% 297
2023
Q2 		$72.4K Buy
+916
New +$61.5K ﹤0.01% 266
2020
Q1 		– Sell
-2,886
Closed -$114K – 848
2019
Q4 		$114K Buy
+2,886
New +$115K 0.01% 472
2017
Q4 		– Sell
-2,392
Closed -$314K – 635
2017
Q3 		$314K Buy
2,392
+2,172
+987% +$85.4K 0.02% 387
2017
Q2 		$9K Buy
220
+10
+5% +$373 ﹤0.01% 533
2017
Q1 		$8K Buy
+210
New +$7K ﹤0.01% 590

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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Itau Unibanco Holding S.A.'s TOL Position: Q4 2023 in Review

Itau Unibanco Holding S.A. sold out of Toll Brothers (TOL) in Q4 2023, closing a stake of 613 shares — an estimated $45.3K sold.

Itau Unibanco Holding S.A. first reported a position in TOL in Q1 2017 and held it in 6 quarters. The position peaked at $314K in Q3 2017. 574 funds tracked by Wall St. Rank hold TOL as of Q4 2023.

  • Itau Unibanco Holding S.A. reported no remaining Toll Brothers position as of Q4 2023 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 613 Toll Brothers shares in Q4 2023, an estimated $45.3K.
  • Itau Unibanco Holding S.A. first reported a position in Toll Brothers in Q1 2017 and held it in 6 quarters.
  • Itau Unibanco Holding S.A.'s Toll Brothers position peaked at $314K in Q3 2017.
  • 574 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2023, filed 14 Feb 2024.