Paloma Partners’s Toll Brothers TOL Stock Holding History

Paloma 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
2018 Q1	–	Sell	-61,300	Closed	-$2.94M	–	2260
2017 Q4	$2.94M	Hold	61,300	–	–	0.04%	488
2017 Q3	$2.54M	Buy	+61,300	New	+$2.41M	0.03%	595

Other funds holding TOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Paloma Partners's TOL Position: Q4 2024 in Review

Paloma Partners sold out of Toll Brothers (TOL) in Q4 2024, closing a stake of 5,758 shares — an estimated $890K sold.

Paloma Partners first reported a position in TOL in Q3 2013 and held it in 26 quarters. The position peaked at $4.68M in Q4 2017. 721 funds tracked by Wall St. Rank hold TOL as of Q4 2024.

Paloma Partners reported no remaining Toll Brothers position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 5,758 Toll Brothers shares in Q4 2024, an estimated $890K.
Paloma Partners first reported a position in Toll Brothers in Q3 2013 and held it in 26 quarters.
Paloma Partners's Toll Brothers position peaked at $4.68M in Q4 2017.
721 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.