KJHP
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K.J. Harrison & Partners’s Toll Brothers TOL Stock Holding History

K.J. Harrison & Partners’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
2023
Q3 		– Sell
-12,100
Closed -$953K – 203
2023
Q2 		$953K Buy
12,100
+1,900
+19% +$127K 0.17% 129
2023
Q1 		$612K Buy
+10,200
New +$588K 0.12% 146
2013
Q4 		– Sell
-10,000
Closed -$324K – 150
2013
Q3 		$324K Buy
+10,000
New +$323K 0.12% 107

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
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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

K.J. Harrison & Partners's TOL Position: Q3 2023 in Review

K.J. Harrison & Partners sold out of Toll Brothers (TOL) in Q3 2023, closing a stake of 12,100 shares — an estimated $953K sold.

K.J. Harrison & Partners first reported a position in TOL in Q3 2013 and held it in 3 quarters. The position peaked at $953K in Q2 2023. 516 funds tracked by Wall St. Rank hold TOL as of Q3 2023.

  • K.J. Harrison & Partners reported no remaining Toll Brothers position as of Q3 2023 after selling out during the quarter.
  • K.J. Harrison & Partners sold 12,100 Toll Brothers shares in Q3 2023, an estimated $953K.
  • K.J. Harrison & Partners first reported a position in Toll Brothers in Q3 2013 and held it in 3 quarters.
  • K.J. Harrison & Partners's Toll Brothers position peaked at $953K in Q2 2023.
  • 516 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2023.

Based on K.J. Harrison & Partners's 13F filing for Q3 2023, filed 31 Oct 2023.