Reilly Financial Advisors’s Toll Brothers TOL Stock Holding History

Reilly Financial Advisors’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 Q1	–	Sell	-100	Closed	-$4K	–	1047
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	736
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	672
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	780
2020 Q1	$2K	Sell	100 -200	-67%	-$7.57K	﹤0.01%	805
2019 Q4	$12K	Hold	300	–	–	﹤0.01%	599
2019 Q3	$12K	Hold	300	–	–	﹤0.01%	605
2019 Q2	$11K	Hold	300	–	–	﹤0.01%	656
2019 Q1	$11K	Sell	300 -200	-40%	-$7.19K	﹤0.01%	670
2018 Q4	$16K	Buy	+500	New	+$16.1K	﹤0.01%	555
2018 Q1	–	Sell	-900	Closed	-$43K	–	1055
2017 Q4	$43K	Hold	900	–	–	0.01%	351
2017 Q3	$37K	Hold	900	–	–	0.01%	354
2017 Q2	$36K	Hold	900	–	–	0.01%	365
2017 Q1	$32K	Hold	900	–	–	0.01%	382
2016 Q4	$28K	Buy	900 +776	+626%	+$23K	﹤0.01%	383
2016 Q3	$4K	Hold	124	–	–	﹤0.01%	688
2016 Q2	$3K	Buy	+124	New	+$3.48K	﹤0.01%	687
2016 Q1	–	Sell	-124	Closed	-$3.47K	–	1390
2015 Q4	$4K	Hold	124	–	–	﹤0.01%	983
2015 Q3	$4K	Hold	124	–	–	﹤0.01%	1021
2015 Q2	$5K	Hold	124	–	–	﹤0.01%	1078
2015 Q1	$5K	Buy	+124	New	+$4.53K	﹤0.01%	1017

Other funds holding TOL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return