Sargent Bickham Lagudis’s Toll Brothers TOL Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$22.4K	Hold	448	–	–	﹤0.01%	581
2022 Q3	$19K	Hold	448	–	–	﹤0.01%	584
2022 Q2	$20K	Sell	448 -40	-8%	-$1.87K	﹤0.01%	592
2022 Q1	$23K	Buy	488 +40	+9%	+$2.24K	﹤0.01%	583
2021 Q4	$32K	Hold	448	–	–	﹤0.01%	535
2021 Q3	$25K	Hold	448	–	–	﹤0.01%	570
2021 Q2	$26K	Hold	448	–	–	﹤0.01%	568
2021 Q1	$25K	Sell	448 -52	-10%	-$2.72K	﹤0.01%	554
2020 Q4	$22K	Hold	500	–	–	﹤0.01%	550
2020 Q3	$24K	Hold	500	–	–	﹤0.01%	483
2020 Q2	$16K	Hold	500	–	–	﹤0.01%	522
2020 Q1	$10K	Hold	500	–	–	﹤0.01%	556
2019 Q4	$20K	Hold	500	–	–	﹤0.01%	525
2019 Q3	$21K	Hold	500	–	–	﹤0.01%	472
2019 Q2	$18K	Hold	500	–	–	﹤0.01%	515
2019 Q1	$18K	Hold	500	–	–	﹤0.01%	526
2018 Q4	$16K	Hold	500	–	–	﹤0.01%	521
2018 Q3	$17K	Hold	500	–	–	﹤0.01%	527
2018 Q2	$18K	Hold	500	–	–	﹤0.01%	508
2018 Q1	$22K	Hold	500	–	–	﹤0.01%	465
2017 Q4	$24K	Hold	500	–	–	﹤0.01%	464
2017 Q3	$21K	Hold	500	–	–	﹤0.01%	492
2017 Q2	$20K	Hold	500	–	–	﹤0.01%	483
2017 Q1	$18K	Hold	500	–	–	﹤0.01%	502
2016 Q4	$16K	Hold	500	–	–	﹤0.01%	498
2016 Q3	$15K	Buy	+500	New	+$14.4K	﹤0.01%	518

Other funds holding TOL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sargent Bickham Lagudis's TOL Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Toll Brothers (TOL) position steady in Q4 2022 at 448 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Sargent Bickham Lagudis first reported a position in TOL in Q3 2016 and has held it in 26 quarters since. The position peaked at $32K in Q4 2021. 426 funds tracked by Wall St. Rank hold TOL as of Q4 2022.

Sargent Bickham Lagudis held 448 shares of Toll Brothers worth $22.4K as of Q4 2022.
Sargent Bickham Lagudis left its Toll Brothers share count unchanged in Q4 2022.
Toll Brothers made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #581 holding.
Sargent Bickham Lagudis first reported a position in Toll Brothers in Q3 2016 and has held it in 26 quarters since.
Sargent Bickham Lagudis's Toll Brothers position peaked at $32K in Q4 2021.
426 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.