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Profit Investment Management’s Toll Brothers TOL Stock Holding History

Profit Investment 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
2014
Q4 		– Sell
-898,545
Closed -$28M – 135
2014
Q3 		$28M Sell
898,545
-120,550
-12% -$4.13M 1.46% 36
2014
Q2 		$37.6M Buy
+1,019,095
New +$36.1M 1.8% 27

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Profit Investment Management's TOL Position: Q4 2014 in Review

Profit Investment Management sold out of Toll Brothers (TOL) in Q4 2014, closing a stake of 898,545 shares — an estimated $28M sold.

Profit Investment Management first reported a position in TOL in Q2 2014 and held it in 2 quarters. The position peaked at $37.6M in Q2 2014. 334 funds tracked by Wall St. Rank hold TOL as of Q4 2014.

  • Profit Investment Management reported no remaining Toll Brothers position as of Q4 2014 after selling out during the quarter.
  • Profit Investment Management sold 898,545 Toll Brothers shares in Q4 2014, an estimated $28M.
  • Profit Investment Management first reported a position in Toll Brothers in Q2 2014 and held it in 2 quarters.
  • Profit Investment Management's Toll Brothers position peaked at $37.6M in Q2 2014.
  • 334 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2014.

Based on Profit Investment Management's 13F filing for Q4 2014, filed 9 Feb 2015.