Jacobs Levy Equity Management
TOL icon

Jacobs Levy Equity Management’s Toll Brothers TOL Stock Holding History

Jacobs Levy Equity 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
2025
Q1 		– Sell
-76,157
Closed -$9.59M – 1203
2024
Q4 		$9.59M Sell
76,157
-89,154
-54% -$13.2M 0.03% 312
2024
Q3 		$25.5M Buy
165,311
+635
+0.4% +$86.1K 0.1% 195
2024
Q2 		$19M Buy
+164,676
New +$19.9M 0.08% 228
2023
Q2 		– Sell
-200,401
Closed -$12M – 1080
2023
Q1 		$12M Sell
200,401
-132,119
-40% -$7.62M 0.07% 258
2022
Q4 		$16.6M Buy
332,520
+48,483
+17% +$2.23M 0.11% 212
2022
Q3 		$11.9M Sell
284,037
-330,415
-54% -$15.3M 0.09% 228
2022
Q2 		$27.4M Buy
614,452
+4,246
+0.7% +$199K 0.21% 128
2022
Q1 		$28.7M Buy
610,206
+422,485
+225% +$23.7M 0.19% 128
2021
Q4 		$13.6M Buy
187,721
+164,639
+713% +$10.6M 0.09% 249
2021
Q3 		$1.28M Buy
+23,082
New +$1.37M 0.01% 705
2016
Q4 		– Sell
-117,754
Closed -$3.52M – 1052
2016
Q3 		$3.52M Buy
117,754
+108,624
+1,190% +$3.14M 0.06% 320
2016
Q2 		$246K Sell
9,130
-2,280
-20% -$64.1K 0.01% 947
2016
Q1 		$337K Sell
11,410
-500
-4% -$14K 0.01% 832
2015
Q4 		$397K Buy
+11,910
New +$425K 0.01% 599
2013
Q3 		– Sell
-29,100
Closed -$950K – 1020
2013
Q2 		$950K Buy
+29,100
New +$983K 0.02% 584

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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jacobs Levy Equity Management's TOL Position: Q1 2025 in Review

Jacobs Levy Equity Management sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 76,157 shares — an estimated $9.59M sold.

Jacobs Levy Equity Management first reported a position in TOL in Q2 2013 and held it in 15 quarters. The position peaked at $28.7M in Q1 2022. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • Jacobs Levy Equity Management reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 76,157 Toll Brothers shares in Q1 2025, an estimated $9.59M.
  • Jacobs Levy Equity Management first reported a position in Toll Brothers in Q2 2013 and held it in 15 quarters.
  • Jacobs Levy Equity Management's Toll Brothers position peaked at $28.7M in Q1 2022.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2025, filed 15 May 2025.