Lee, Danner & Bass’s Toll Brothers TOL Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-215	Closed	-$27.1K	–	660
2024 Q4	$27.1K	Buy	+215	New	+$31.9K	﹤0.01%	424

Other funds holding TOL

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Lee, Danner & Bass's TOL Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 215 shares — an estimated $27.1K sold.

Lee, Danner & Bass first reported a position in TOL in Q4 2024 and held it in 1 quarter. The position peaked at $27.1K in Q4 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

Lee, Danner & Bass reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 215 Toll Brothers shares in Q1 2025, an estimated $27.1K.
Lee, Danner & Bass first reported a position in Toll Brothers in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Toll Brothers position peaked at $27.1K in Q4 2024.
661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.