Madison Wealth Management’s Toll Brothers TOL Stock Holding History

Madison Wealth 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
2023 Q3	$1.44M	Buy	+19,492	New	+$1.54M	0.3%	84

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 $8.66B AUM 17.37% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Madison Wealth Management's TOL Position: Q3 2023 in Review

Madison Wealth Management opened a new position in Toll Brothers (TOL) in Q3 2023: 19,492 shares worth $1.44M. The stake represents 0.3% of the portfolio and ranks #84 among its holdings.

516 funds tracked by Wall St. Rank hold TOL as of Q3 2023.

Madison Wealth Management held 19,492 shares of Toll Brothers worth $1.44M as of Q3 2023.
Toll Brothers was a new Madison Wealth Management position in Q3 2023.
Toll Brothers made up 0.3% of Madison Wealth Management's portfolio in Q3 2023, its #84 holding.
516 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.