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PM Capital’s Toll Brothers TOL Stock Holding History

PM Capital’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
2019
Q4 		– Sell
-436,708
Closed -$17.9M – 22
2019
Q3 		$17.9M Sell
436,708
-225
-0.1% -$8.3K 3.16% 15
2019
Q2 		$16M Sell
436,933
-95,500
-18% -$3.56M 2.69% 19
2019
Q1 		$19.3M Sell
532,433
-19,500
-4% -$701K 3.43% 16
2018
Q4 		$18.2M Hold
551,933
– – 3.87% 15
2018
Q3 		$18.2M Hold
551,933
– – 3.12% 19
2018
Q2 		$20.4M Buy
551,933
+77,400
+16% +$3.17M 3.71% 16
2018
Q1 		$20.5M Buy
474,533
+42,570
+10% +$2M 3.7% 17
2017
Q4 		$20.7M Sell
431,963
-14,600
-3% -$672K 3.72% 14
2017
Q3 		$18.5M Hold
446,563
– – 3.58% 16
2017
Q2 		$17.6M Hold
446,563
– – 3.63% 15
2017
Q1 		$17.1M Buy
446,563
+409,500
+1,105% +$13.7M 3.37% 14
2016
Q4 		$1.15M Buy
+37,063
New +$1.1M 0.17% 27

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PM Capital's TOL Position: Q4 2019 in Review

PM Capital sold out of Toll Brothers (TOL) in Q4 2019, closing a stake of 436,708 shares — an estimated $17.9M sold.

PM Capital first reported a position in TOL in Q4 2016 and held it in 12 quarters. The position peaked at $20.7M in Q4 2017. 375 funds tracked by Wall St. Rank hold TOL as of Q4 2019.

  • PM Capital reported no remaining Toll Brothers position as of Q4 2019 after selling out during the quarter.
  • PM Capital sold 436,708 Toll Brothers shares in Q4 2019, an estimated $17.9M.
  • PM Capital first reported a position in Toll Brothers in Q4 2016 and held it in 12 quarters.
  • PM Capital's Toll Brothers position peaked at $20.7M in Q4 2017.
  • 375 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2019.

Based on PM Capital's 13F filing for Q4 2019, filed 13 Jan 2020.