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Next Financial Group’s Toll Brothers TOL Stock Holding History

Next Financial Group’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
2021
Q4 		$241K Buy
3,334
+1,145
+52% +$73.6K 0.02% 825
2021
Q3 		$121K Buy
2,189
+1
+0% +$59 0.01% 1034
2021
Q2 		$127K Sell
2,188
-447
-17% -$27.2K 0.01% 1012
2021
Q1 		$150K Buy
2,635
+1
+0% +$52 0.01% 873
2020
Q4 		$115K Sell
2,634
-401
-13% -$18.6K 0.01% 906
2020
Q3 		$148K Buy
+3,035
New +$123K 0.02% 723
2020
Q2 		– Sell
-2,626
Closed -$50K – 1783
2020
Q1 		$50K Sell
2,626
-130
-5% -$4.92K 0.01% 997
2019
Q4 		$108K Buy
2,756
+427
+18% +$17.1K 0.01% 910
2019
Q3 		$95K Sell
2,329
-21
-0.9% -$774 0.01% 923
2019
Q2 		$86K Buy
2,350
+2,303
+4,900% +$86K 0.01% 969
2019
Q1 		$2K Sell
47
-3,068
-98% -$110K ﹤0.01% 1493
2018
Q4 		$103K Buy
3,115
+2,315
+289% +$74.4K 0.02% 583
2018
Q3 		$26K Buy
+800
New +$29K 0.01% 708
2017
Q4 		– Sell
-493
Closed -$21K – 1312
2017
Q3 		$21K Hold
493
– – 0.01% 961
2017
Q2 		$19K Hold
493
– – ﹤0.01% 1115
2017
Q1 		$18K Sell
493
-500
-50% -$16.7K 0.01% 1093
2016
Q4 		$31K Buy
993
+300
+43% +$8.89K 0.01% 1170
2016
Q3 		$21K Buy
693
+450
+185% +$13K ﹤0.01% 1346
2016
Q2 		$6K Sell
243
-50
-17% -$1.41K ﹤0.01% 1374
2016
Q1 		$8K Hold
293
– – ﹤0.01% 1248
2015
Q4 		$9K Hold
293
– – ﹤0.01% 1218
2015
Q3 		$10K Hold
293
– – ﹤0.01% 1216
2015
Q2 		$11K Hold
293
– – ﹤0.01% 1237
2015
Q1 		$11K Hold
293
– – ﹤0.01% 1212
2014
Q4 		$10K Hold
293
– – ﹤0.01% 1255
2014
Q3 		$9K Buy
+293
New +$10K ﹤0.01% 1816

Other funds holding TOL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's TOL Position: Q4 2021 in Review

Next Financial Group increased its Toll Brothers (TOL) stake by 52% in Q4 2021, buying an estimated $73.6K and bringing the position to 3,334 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #825.

Next Financial Group first reported a position in TOL in Q3 2014 and has held it in 26 quarters since. 453 funds tracked by Wall St. Rank hold TOL as of Q4 2021.

  • Next Financial Group held 3,334 shares of Toll Brothers worth $241K as of Q4 2021.
  • Next Financial Group bought 1,145 Toll Brothers shares in Q4 2021, an estimated $73.6K.
  • Toll Brothers made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #825 holding.
  • Next Financial Group first reported a position in Toll Brothers in Q3 2014 and has held it in 26 quarters since.
  • 453 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.