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Jefferies Group’s Toll Brothers TOL Stock Holding History

Jefferies Group’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
2016
Q1 		– Sell
-150,000
Closed -$5M – 2558
2015
Q4 		$5M Buy
+150,000
New +$5.35M 0.03% 471
2014
Q4 		– Sell
-200
Closed -$6K – 2333
2014
Q3 		$6K Buy
+200
New +$6.85K ﹤0.01% 2066

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.56T AUM 27.86% 1-Year Est. Return

Jefferies Group's TOL Position: Q3 2022 in Review

Jefferies Group sold out of Toll Brothers (TOL) in Q3 2022, closing a stake of 10,063 shares — an estimated $449K sold.

Jefferies Group first reported a position in TOL in Q2 2013 and held it in 22 quarters. The position peaked at $2.7M in Q3 2015. 383 funds tracked by Wall St. Rank hold TOL as of Q3 2022.

  • Jefferies Group reported no remaining Toll Brothers position as of Q3 2022 after selling out during the quarter.
  • Jefferies Group sold 10,063 Toll Brothers shares in Q3 2022, an estimated $449K.
  • Jefferies Group first reported a position in Toll Brothers in Q2 2013 and held it in 22 quarters.
  • Jefferies Group's Toll Brothers position peaked at $2.7M in Q3 2015.
  • 383 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.