JGIA
TOL icon

Jackson Grant Investment Advisers’s Toll Brothers TOL Stock Holding History

Jackson Grant Investment Advisers’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
2020
Q3 		– Sell
-200
Closed -$7K – 218
2020
Q2 		$7K Hold
200
– – ﹤0.01% 211
2020
Q1 		$4K Hold
200
– – ﹤0.01% 207
2019
Q4 		$8K Buy
+200
New +$7.99K ﹤0.01% 207

Other funds holding TOL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jackson Grant Investment Advisers's TOL Position: Q3 2020 in Review

Jackson Grant Investment Advisers sold out of Toll Brothers (TOL) in Q3 2020, closing a stake of 200 shares — an estimated $7K sold.

Jackson Grant Investment Advisers first reported a position in TOL in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 371 funds tracked by Wall St. Rank hold TOL as of Q3 2020.

  • Jackson Grant Investment Advisers reported no remaining Toll Brothers position as of Q3 2020 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 200 Toll Brothers shares in Q3 2020, an estimated $7K.
  • Jackson Grant Investment Advisers first reported a position in Toll Brothers in Q4 2019 and held it in 3 quarters.
  • Jackson Grant Investment Advisers's Toll Brothers position peaked at $8K in Q4 2019.
  • 371 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2020.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2020, filed 12 Nov 2020.