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Oakbrook Investments’s Toll Brothers TOL Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-11,900
Closed -$470K – 476
2019
Q4 		$470K Sell
11,900
-2,400
-17% -$95.9K 0.1% 351
2019
Q3 		$587K Sell
14,300
-500
-3% -$18.4K 0.04% 353
2019
Q2 		$542K Sell
14,800
-950
-6% -$35.5K 0.03% 373
2019
Q1 		$570K Sell
15,750
-100
-0.6% -$3.59K 0.03% 370
2018
Q4 		$522K Sell
15,850
-2,450
-13% -$78.7K 0.04% 355
2018
Q3 		$604K Buy
18,300
+4,130
+29% +$149K 0.03% 404
2018
Q2 		$524K Sell
14,170
-830
-6% -$34K 0.03% 345
2018
Q1 		$649K Buy
15,000
+7,950
+113% +$373K 0.04% 302
2017
Q4 		$339K Sell
7,050
-6,170
-47% -$284K 0.02% 436
2017
Q3 		$548K Buy
13,220
+500
+4% +$19.7K 0.04% 322
2017
Q2 		$503K Sell
12,720
-430
-3% -$16K 0.03% 324
2017
Q1 		$475K Sell
13,150
-400
-3% -$13.3K 0.03% 349
2016
Q4 		$420K Sell
13,550
-600
-4% -$17.8K 0.03% 391
2016
Q3 		$423K Sell
14,150
-1,200
-8% -$34.7K 0.03% 387
2016
Q2 		$413K Buy
15,350
+2,150
+16% +$60.4K 0.02% 399
2016
Q1 		$390K Sell
13,200
-200
-1% -$5.59K 0.03% 384
2015
Q4 		$446K Sell
13,400
-200
-1% -$7.13K 0.03% 372
2015
Q3 		$466K Sell
13,600
-2,200
-14% -$83.3K 0.03% 360
2015
Q2 		$603K Buy
+15,800
New +$592K 0.04% 332
2014
Q4 		– Sell
-7,400
Closed -$231K – 588
2014
Q3 		$231K Buy
+7,400
New +$254K 0.01% 479
2014
Q2 		– Sell
-15,700
Closed -$564K – 644
2014
Q1 		$564K Buy
15,700
+5,700
+57% +$210K 0.02% 396
2013
Q4 		$370K Sell
10,000
-1,000
-9% -$33.2K 0.01% 455
2013
Q3 		$357K Sell
11,000
-2,050
-16% -$66.3K 0.01% 463
2013
Q2 		$426K Buy
+13,050
New +$441K 0.01% 467

Other funds holding TOL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Oakbrook Investments's TOL Position: Q1 2020 in Review

Oakbrook Investments sold out of Toll Brothers (TOL) in Q1 2020, closing a stake of 11,900 shares — an estimated $470K sold.

Oakbrook Investments first reported a position in TOL in Q2 2013 and held it in 24 quarters. The position peaked at $649K in Q1 2018. 314 funds tracked by Wall St. Rank hold TOL as of Q1 2020.

  • Oakbrook Investments reported no remaining Toll Brothers position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 11,900 Toll Brothers shares in Q1 2020, an estimated $470K.
  • Oakbrook Investments first reported a position in Toll Brothers in Q2 2013 and held it in 24 quarters.
  • Oakbrook Investments's Toll Brothers position peaked at $649K in Q1 2018.
  • 314 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.