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Lee Financial’s Toll Brothers TOL Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-45
Closed -$4.63K – 757
2023
Q4 		$4.63K Hold
45
– – ﹤0.01% 559
2023
Q3 		$3.33K Hold
45
– – ﹤0.01% 580
2023
Q2 		$3.56K Hold
45
– – ﹤0.01% 558
2023
Q1 		$2.7K Hold
45
– – ﹤0.01% 617
2022
Q4 		$2.25K Buy
+45
New +$2.07K ﹤0.01% 668

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lee Financial's TOL Position: Q1 2024 in Review

Lee Financial sold out of Toll Brothers (TOL) in Q1 2024, closing a stake of 45 shares — an estimated $4.63K sold.

Lee Financial first reported a position in TOL in Q4 2022 and held it in 5 quarters. The position peaked at $4.63K in Q4 2023. 645 funds tracked by Wall St. Rank hold TOL as of Q1 2024.

  • Lee Financial reported no remaining Toll Brothers position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 45 Toll Brothers shares in Q1 2024, an estimated $4.63K.
  • Lee Financial first reported a position in Toll Brothers in Q4 2022 and held it in 5 quarters.
  • Lee Financial's Toll Brothers position peaked at $4.63K in Q4 2023.
  • 645 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.