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Premier Asset Management’s Toll Brothers TOL Stock Holding History

Premier Asset 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
2023
Q1 		– Sell
-9,471
Closed -$473K – 88
2022
Q4 		$473K Sell
9,471
-8,605
-48% -$396K 0.59% 51
2022
Q3 		$759K Sell
18,076
-4,766
-21% -$221K 0.79% 37
2022
Q2 		$1.12M Sell
22,842
-50,861
-69% -$2.38M 0.91% 34
2022
Q1 		$3.47M Sell
73,703
-81,077
-52% -$4.54M 1.08% 32
2021
Q4 		$11.2M Sell
154,780
-45,170
-23% -$2.9M 1.95% 19
2021
Q3 		$11.1M Buy
199,950
+14,130
+8% +$836K 1.53% 29
2021
Q2 		$10.7M Sell
185,820
-122,285
-40% -$7.45M 1.59% 28
2021
Q1 		$17.5M Buy
308,105
+216,605
+237% +$11.3M 3.12% 4
2020
Q4 		$3.98M Buy
91,500
+35,515
+63% +$1.65M 0.82% 35
2020
Q3 		$2.72M Buy
55,985
+8,515
+18% +$344K 0.69% 35
2020
Q2 		$1.55M Buy
+47,470
New +$1.3M 0.52% 38

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return