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Lisanti Capital Growth’s Toll Brothers TOL Stock Holding History

Lisanti Capital Growth’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
Q4 		– Sell
-7,360
Closed -$1.14M – 136
2024
Q3 		$1.14M Sell
7,360
-5,390
-42% -$731K 0.29% 100
2024
Q2 		$1.47M Hold
12,750
– – 0.35% 91
2024
Q1 		$1.65M Sell
12,750
-195
-2% -$21.2K 0.4% 84
2023
Q4 		$1.33M Buy
+12,945
New +$1.08M 0.31% 94
2023
Q3 		– Sell
-72,715
Closed -$5.75M – 175
2023
Q2 		$5.75M Sell
72,715
-420
-0.6% -$28.2K 0.8% 52
2023
Q1 		$4.39M Hold
73,135
– – 0.61% 74
2022
Q4 		$3.65M Buy
+73,135
New +$3.36M 0.5% 80
2017
Q4 		– Sell
-20,070
Closed -$832K – 131
2017
Q3 		$832K Hold
20,070
– – 0.52% 72
2017
Q2 		$793K Buy
+20,070
New +$749K 0.53% 85

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lisanti Capital Growth's TOL Position: Q4 2024 in Review

Lisanti Capital Growth sold out of Toll Brothers (TOL) in Q4 2024, closing a stake of 7,360 shares — an estimated $1.14M sold.

Lisanti Capital Growth first reported a position in TOL in Q2 2017 and held it in 9 quarters. The position peaked at $5.75M in Q2 2023. 721 funds tracked by Wall St. Rank hold TOL as of Q4 2024.

  • Lisanti Capital Growth reported no remaining Toll Brothers position as of Q4 2024 after selling out during the quarter.
  • Lisanti Capital Growth sold 7,360 Toll Brothers shares in Q4 2024, an estimated $1.14M.
  • Lisanti Capital Growth first reported a position in Toll Brothers in Q2 2017 and held it in 9 quarters.
  • Lisanti Capital Growth's Toll Brothers position peaked at $5.75M in Q2 2023.
  • 721 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2024.

Based on Lisanti Capital Growth's 13F filing for Q4 2024, filed 7 Feb 2025.