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Pacifica Partners’s Toll Brothers TOL Stock Holding History

Pacifica Partners’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
2022
Q3 		– Sell
-8,175
Closed -$371K – 508
2022
Q2 		$371K Hold
8,175
– – 0.26% 62
2022
Q1 		$448K Hold
8,175
– – 0.29% 55
2021
Q4 		$538K Hold
8,175
– – 0.35% 53
2021
Q3 		$490K Buy
+8,175
New +$483K 0.36% 55

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Pacifica Partners's TOL Position: Q3 2022 in Review

Pacifica Partners sold out of Toll Brothers (TOL) in Q3 2022, closing a stake of 8,175 shares — an estimated $371K sold.

Pacifica Partners first reported a position in TOL in Q3 2021 and held it in 4 quarters. The position peaked at $538K in Q4 2021. 383 funds tracked by Wall St. Rank hold TOL as of Q3 2022.

  • Pacifica Partners reported no remaining Toll Brothers position as of Q3 2022 after selling out during the quarter.
  • Pacifica Partners sold 8,175 Toll Brothers shares in Q3 2022, an estimated $371K.
  • Pacifica Partners first reported a position in Toll Brothers in Q3 2021 and held it in 4 quarters.
  • Pacifica Partners's Toll Brothers position peaked at $538K in Q4 2021.
  • 383 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2022.

Based on Pacifica Partners's 13F filing for Q3 2022, filed 14 Oct 2022.