Kowal Investment Group’s Toll Brothers TOL Stock Holding History

Kowal Investment 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
2021 Q4	–	Sell	-120	Closed	-$7K	–	860
2021 Q3	$7K	Buy	+120	New	+$7.1K	﹤0.01%	586

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kowal Investment Group's TOL Position: Q4 2021 in Review

Kowal Investment Group sold out of Toll Brothers (TOL) in Q4 2021, closing a stake of 120 shares — an estimated $7K sold.

Kowal Investment Group first reported a position in TOL in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 453 funds tracked by Wall St. Rank hold TOL as of Q4 2021.

Kowal Investment Group reported no remaining Toll Brothers position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 120 Toll Brothers shares in Q4 2021, an estimated $7K.
Kowal Investment Group first reported a position in Toll Brothers in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Toll Brothers position peaked at $7K in Q3 2021.
453 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.