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Palisade Capital Management’s Toll Brothers TOL Stock Holding History

Palisade Capital 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
Q3 		– Sell
-1,750
Closed -$202K – 384
2024
Q2 		$202K Buy
+1,750
New +$212K 0.01% 357
2017
Q1 		– Sell
-12,000
Closed -$372K – 466
2016
Q4 		$372K Sell
12,000
-6,488
-35% -$192K 0.01% 423
2016
Q3 		$552K Sell
18,488
-7,200
-28% -$208K 0.02% 481
2016
Q2 		$691K Buy
25,688
+6,000
+30% +$169K 0.03% 441
2016
Q1 		$581K Sell
19,688
-11,612
-37% -$325K 0.02% 456
2015
Q4 		$1.04M Sell
31,300
-30,400
-49% -$1.08M 0.03% 410
2015
Q3 		$2.11M Buy
+61,700
New +$2.34M 0.06% 342

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Palisade Capital Management's TOL Position: Q3 2024 in Review

Palisade Capital Management sold out of Toll Brothers (TOL) in Q3 2024, closing a stake of 1,750 shares — an estimated $202K sold.

Palisade Capital Management first reported a position in TOL in Q3 2015 and held it in 7 quarters. The position peaked at $2.11M in Q3 2015. 718 funds tracked by Wall St. Rank hold TOL as of Q3 2024.

  • Palisade Capital Management reported no remaining Toll Brothers position as of Q3 2024 after selling out during the quarter.
  • Palisade Capital Management sold 1,750 Toll Brothers shares in Q3 2024, an estimated $202K.
  • Palisade Capital Management first reported a position in Toll Brothers in Q3 2015 and held it in 7 quarters.
  • Palisade Capital Management's Toll Brothers position peaked at $2.11M in Q3 2015.
  • 718 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2024.

Based on Palisade Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.