Jupiter Investment Management’s Toll Brothers TOL Stock Holding History

Jupiter Investment 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
2020 Q1	–	Sell	-187,717	Closed	-$7.42M	–	488
2019 Q4	$7.42M	Buy	+187,717	New	+$7.5M	0.1%	198
2018 Q4	–	Sell	-12,900	Closed	-$426K	–	442
2018 Q3	$426K	Buy	+12,900	New	+$467K	﹤0.01%	319
2018 Q1	–	Sell	-12,300	Closed	-$590K	–	444
2017 Q4	$590K	Buy	+12,300	New	+$566K	0.01%	288
2015 Q4	–	Sell	-18,900	Closed	-$647K	–	367
2015 Q3	$647K	Buy	18,900 +15,500	+456%	+$587K	0.02%	225
2015 Q2	$129K	Buy	+3,400	New	+$127K	﹤0.01%	236
2015 Q1	–	Sell	-22,800	Closed	-$781K	–	419
2014 Q4	$781K	Sell	22,800 -51,300	-69%	-$1.67M	0.03%	276
2014 Q3	$2.31M	Buy	74,100 +38,500	+108%	+$1.32M	0.11%	154
2014 Q2	$1.31M	Buy	+35,600	New	+$1.26M	0.07%	205

Other funds holding TOL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Jupiter Investment Management's TOL Position: Q1 2020 in Review

Jupiter Investment Management sold out of Toll Brothers (TOL) in Q1 2020, closing a stake of 187,717 shares — an estimated $7.42M sold.

Jupiter Investment Management first reported a position in TOL in Q2 2014 and held it in 8 quarters. The position peaked at $7.42M in Q4 2019. 313 funds tracked by Wall St. Rank hold TOL as of Q1 2020.

Jupiter Investment Management reported no remaining Toll Brothers position as of Q1 2020 after selling out during the quarter.
Jupiter Investment Management sold 187,717 Toll Brothers shares in Q1 2020, an estimated $7.42M.
Jupiter Investment Management first reported a position in Toll Brothers in Q2 2014 and held it in 8 quarters.
Jupiter Investment Management's Toll Brothers position peaked at $7.42M in Q4 2019.
313 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.