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Pacific Global Investment Management’s Toll Brothers TOL Stock Holding History

Pacific Global 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
2024
Q4 		– Sell
-1,660
Closed -$256K – 189
2024
Q3 		$256K Buy
+1,660
New +$225K 0.05% 183
2024
Q2 		– Sell
-1,659
Closed -$215K – 212
2024
Q1 		$215K Buy
+1,659
New +$181K 0.04% 199
2020
Q1 		– Sell
-5,479
Closed -$216K – 190
2019
Q4 		$216K Sell
5,479
-174
-3% -$6.95K 0.05% 194
2019
Q3 		$232K Sell
5,653
-1,282
-18% -$47.3K 0.05% 188
2019
Q2 		$254K Sell
6,935
-580
-8% -$21.6K 0.06% 192
2019
Q1 		$272K Sell
7,515
-169
-2% -$6.07K 0.06% 188
2018
Q4 		$253K Sell
7,684
-884
-10% -$28.4K 0.06% 189
2018
Q3 		$283K Sell
8,568
-1,336
-13% -$48.4K 0.06% 196
2018
Q2 		$366K Buy
9,904
+5
+0.1% +$205 0.08% 181
2018
Q1 		$428K Buy
9,899
+811
+9% +$38.1K 0.1% 170
2017
Q4 		$436K Buy
9,088
+612
+7% +$28.2K 0.09% 170
2017
Q3 		$352K Buy
8,476
+1,057
+14% +$41.6K 0.08% 185
2017
Q2 		$293K Buy
+7,419
New +$277K 0.07% 193

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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacific Global Investment Management's TOL Position: Q4 2024 in Review

Pacific Global Investment Management sold out of Toll Brothers (TOL) in Q4 2024, closing a stake of 1,660 shares — an estimated $256K sold.

Pacific Global Investment Management first reported a position in TOL in Q2 2017 and held it in 13 quarters. The position peaked at $436K in Q4 2017. 721 funds tracked by Wall St. Rank hold TOL as of Q4 2024.

  • Pacific Global Investment Management reported no remaining Toll Brothers position as of Q4 2024 after selling out during the quarter.
  • Pacific Global Investment Management sold 1,660 Toll Brothers shares in Q4 2024, an estimated $256K.
  • Pacific Global Investment Management first reported a position in Toll Brothers in Q2 2017 and held it in 13 quarters.
  • Pacific Global Investment Management's Toll Brothers position peaked at $436K in Q4 2017.
  • 721 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2024.

Based on Pacific Global Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.