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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
Q2 		– Sell
-7,500
Closed -$324K – 2196
2018
Q1 		$324K Sell
7,500
-53,800
-88% -$2.53M 0.01% 1594
2017
Q4 		$2.94M Hold
61,300
– – 0.04% 489
2017
Q3 		$2.54M Buy
+61,300
New +$2.41M 0.03% 596
2015
Q4 		– Sell
-40,000
Closed -$1.37M – 1922
2015
Q3 		$1.37M Hold
40,000
– – 0.03% 488
2015
Q2 		$1.53M Buy
+40,000
New +$1.5M 0.03% 560

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

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.