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Jackson Wealth Management’s Toll Brothers TOL Stock Holding History

Jackson Wealth 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
2020
Q1 		– Sell
-20,000
Closed -$910K – 161
2019
Q4 		$910K Buy
+20,000
New +$799K 0.15% 111

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Jackson Wealth Management's TOL Position: Q1 2020 in Review

Jackson Wealth Management sold out of Toll Brothers (TOL) in Q1 2020, closing a stake of 20,000 shares — an estimated $910K sold.

Jackson Wealth Management first reported a position in TOL in Q4 2019 and held it in 1 quarter. The position peaked at $910K in Q4 2019. 314 funds tracked by Wall St. Rank hold TOL as of Q1 2020.

  • Jackson Wealth Management reported no remaining Toll Brothers position as of Q1 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 20,000 Toll Brothers shares in Q1 2020, an estimated $910K.
  • Jackson Wealth Management first reported a position in Toll Brothers in Q4 2019 and held it in 1 quarter.
  • Jackson Wealth Management's Toll Brothers position peaked at $910K in Q4 2019.
  • 314 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.