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Lockheed Martin Investment Management’s Toll Brothers TOL Stock Holding History

Lockheed Martin Investment Management’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
2015
Q2 		– Sell
-20,000
Closed -$787K – 138
2015
Q1 		$787K Buy
+20,000
New +$731K 0.04% 104

Other funds holding TOL

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Lockheed Martin Investment Management's TOL Position: Q2 2015 in Review

Lockheed Martin Investment Management sold out of Toll Brothers (TOL) in Q2 2015, closing a stake of 20,000 shares — an estimated $787K sold.

Lockheed Martin Investment Management first reported a position in TOL in Q1 2015 and held it in 1 quarter. The position peaked at $787K in Q1 2015. 359 funds tracked by Wall St. Rank hold TOL as of Q2 2015.

  • Lockheed Martin Investment Management reported no remaining Toll Brothers position as of Q2 2015 after selling out during the quarter.
  • Lockheed Martin Investment Management sold 20,000 Toll Brothers shares in Q2 2015, an estimated $787K.
  • Lockheed Martin Investment Management first reported a position in Toll Brothers in Q1 2015 and held it in 1 quarter.
  • Lockheed Martin Investment Management's Toll Brothers position peaked at $787K in Q1 2015.
  • 359 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2015.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2015, filed 10 Aug 2015.