SRSA
TOL icon

S.R. Schill & Associates’s Toll Brothers TOL Stock Holding History

S.R. Schill & Associates’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
Q2 		– Sell
-5,890
Closed -$354K – 82
2023
Q1 		$354K Buy
5,890
+56
+1% +$3.23K 0.16% 50
2022
Q4 		$291K Buy
+5,834
New +$268K 0.15% 57

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $8.66B AUM 17.37% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

S.R. Schill & Associates's TOL Position: Q2 2023 in Review

S.R. Schill & Associates sold out of Toll Brothers (TOL) in Q2 2023, closing a stake of 5,890 shares — an estimated $354K sold.

S.R. Schill & Associates first reported a position in TOL in Q4 2022 and held it in 2 quarters. The position peaked at $354K in Q1 2023. 515 funds tracked by Wall St. Rank hold TOL as of Q2 2023.

  • S.R. Schill & Associates reported no remaining Toll Brothers position as of Q2 2023 after selling out during the quarter.
  • S.R. Schill & Associates sold 5,890 Toll Brothers shares in Q2 2023, an estimated $354K.
  • S.R. Schill & Associates first reported a position in Toll Brothers in Q4 2022 and held it in 2 quarters.
  • S.R. Schill & Associates's Toll Brothers position peaked at $354K in Q1 2023.
  • 515 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2023.

Based on S.R. Schill & Associates's 13F filing for Q2 2023, filed 3 Aug 2023.