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LSP Investment Advisors’s Toll Brothers TOL Stock Holding History

LSP Investment Advisors’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
2019
Q3 		– Sell
-67,293
Closed -$2.46M – 21
2019
Q2 		$2.46M Hold
67,293
– – 0.34% 16
2019
Q1 		$2.44M Hold
67,293
– – 0.57% 15
2018
Q4 		$2.22M Hold
67,293
– – 0.59% 16
2018
Q3 		$2.22M Hold
67,293
– – 0.56% 17
2018
Q2 		$2.49M Hold
67,293
– – 0.6% 18
2018
Q1 		$2.91M Hold
67,293
– – 0.78% 20
2017
Q4 		$3.23M Buy
+67,293
New +$3.1M 0.95% 17

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSP Investment Advisors's TOL Position: Q3 2019 in Review

LSP Investment Advisors sold out of Toll Brothers (TOL) in Q3 2019, closing a stake of 67,293 shares — an estimated $2.46M sold.

LSP Investment Advisors first reported a position in TOL in Q4 2017 and held it in 7 quarters. The position peaked at $3.23M in Q4 2017. 378 funds tracked by Wall St. Rank hold TOL as of Q3 2019.

  • LSP Investment Advisors reported no remaining Toll Brothers position as of Q3 2019 after selling out during the quarter.
  • LSP Investment Advisors sold 67,293 Toll Brothers shares in Q3 2019, an estimated $2.46M.
  • LSP Investment Advisors first reported a position in Toll Brothers in Q4 2017 and held it in 7 quarters.
  • LSP Investment Advisors's Toll Brothers position peaked at $3.23M in Q4 2017.
  • 378 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2019.

Based on LSP Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.