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James Investment Research’s Toll Brothers TOL Stock Holding History

James Investment Research’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
2022
Q1 		– Sell
-592
Closed -$43K – 545
2021
Q4 		$43K Buy
+592
New +$38K ﹤0.01% 387
2019
Q3 		– Sell
-6,140
Closed -$225K – 650
2019
Q2 		$225K Sell
6,140
-21,755
-78% -$812K 0.02% 335
2019
Q1 		$1.01M Buy
27,895
+18,775
+206% +$675K 0.07% 209
2018
Q4 		$300K Sell
9,120
-56,660
-86% -$1.82M 0.02% 504
2018
Q3 		$2.17M Buy
65,780
+13,330
+25% +$482K 0.09% 290
2018
Q2 		$1.94M Buy
52,450
+4,700
+10% +$192K 0.07% 381
2018
Q1 		$2.06M Buy
47,750
+4,110
+9% +$193K 0.08% 286
2017
Q4 		$2.1M Buy
+43,640
New +$2.01M 0.07% 255
2017
Q3 		– Sell
-34,800
Closed -$1.38M – 807
2017
Q2 		$1.38M Buy
+34,800
New +$1.3M 0.04% 312
2015
Q4 		– Sell
-300
Closed -$10K – 498
2015
Q3 		$10K Buy
+300
New +$11.4K ﹤0.01% 457

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return