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Pantheon Investment Group’s Toll Brothers TOL Stock Holding History

Pantheon Investment Group’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
2021
Q4 		$1.4M Sell
19,362
-2,092
-10% -$134K 1.1% 37
2021
Q3 		$1.2M Buy
21,454
+2,042
+11% +$121K 1.03% 39
2021
Q2 		$1.12M Buy
19,412
+1,342
+7% +$81.8K 0.94% 42
2021
Q1 		$1.02M Sell
18,070
-281
-2% -$14.7K 0.98% 39
2020
Q4 		$798K Buy
18,351
+9,744
+113% +$452K 0.87% 42
2020
Q3 		$419K Buy
+8,607
New +$348K 0.5% 54

Other funds holding TOL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Pantheon Investment Group's TOL Position: Q4 2021 in Review

Pantheon Investment Group reduced its Toll Brothers (TOL) stake by 9.8% in Q4 2021, selling an estimated $134K and leaving 19,362 shares worth $1.4M. The position accounts for 1.1% of the portfolio, ranked #37.

Pantheon Investment Group first reported a position in TOL in Q3 2020 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold TOL as of Q4 2021.

  • Pantheon Investment Group held 19,362 shares of Toll Brothers worth $1.4M as of Q4 2021.
  • Pantheon Investment Group sold 2,092 Toll Brothers shares in Q4 2021, an estimated $134K.
  • Toll Brothers made up 1.1% of Pantheon Investment Group's portfolio in Q4 2021, its #37 holding.
  • Pantheon Investment Group first reported a position in Toll Brothers in Q3 2020 and has held it in 6 quarters since.
  • 453 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2021.

Based on Pantheon Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.