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Jupiter Asset Management’s Toll Brothers TOL Stock Holding History

Jupiter Asset 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
2024
Q4 		– Sell
-92,772
Closed -$14.3M – 479
2024
Q3 		$14.3M Sell
92,772
-427,267
-82% -$57.9M 0.13% 194
2024
Q2 		$59.9M Sell
520,039
-198,770
-28% -$24.1M 0.57% 51
2024
Q1 		$93M Buy
718,809
+6,572
+0.9% +$715K 0.89% 21
2023
Q4 		$73.2M Buy
712,237
+57,062
+9% +$4.75M 0.73% 23
2023
Q3 		$48.5M Buy
+655,175
New +$51.7M 0.54% 45
2022
Q1 		– Sell
-7,413
Closed -$532K – 617
2021
Q4 		$532K Buy
+7,413
New +$476K 0.01% 466

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jupiter Asset Management's TOL Position: Q4 2024 in Review

Jupiter Asset Management sold out of Toll Brothers (TOL) in Q4 2024, closing a stake of 92,772 shares — an estimated $14.3M sold.

Jupiter Asset Management first reported a position in TOL in Q4 2021 and held it in 6 quarters. The position peaked at $93M in Q1 2024. 721 funds tracked by Wall St. Rank hold TOL as of Q4 2024.

  • Jupiter Asset Management reported no remaining Toll Brothers position as of Q4 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 92,772 Toll Brothers shares in Q4 2024, an estimated $14.3M.
  • Jupiter Asset Management first reported a position in Toll Brothers in Q4 2021 and held it in 6 quarters.
  • Jupiter Asset Management's Toll Brothers position peaked at $93M in Q1 2024.
  • 721 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2024.

Based on Jupiter Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.