JAM
Jupiter Asset Management’s Toll Brothers TOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$66M | 0.13% | 194 |
|
|
2024
Q2 | $59.9M | Sell |
520,039
-198,770
| -28% | -$22.9M | 0.57% | 51 |
|
|
2024
Q1 | $93M | Buy |
718,809
+6,572
| +0.9% | +$850K | 0.89% | 21 |
|
|
2023
Q4 | $73.2M | Buy |
712,237
+57,062
| +9% | +$5.87M | 0.73% | 23 |
|
|
2023
Q3 | $48.5M | Buy |
+655,175
| New | +$48.5M | 0.54% | 45 |
|
|
2022
Q1 | – | Sell |
-7,413
| Closed | -$532K | – | 617 |
|
|
2021
Q4 | $532K | Buy |
+7,413
| New | +$532K | 0.01% | 466 |
|