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Sicart Associates’s Toll Brothers TOL Stock Holding History

Sicart 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
2020
Q4 		– Sell
-10,400
Closed -$506K – 127
2020
Q3 		$506K Hold
10,400
– – 0.15% 67
2020
Q2 		$339K Sell
10,400
-1,000
-9% -$27.4K 0.11% 79
2020
Q1 		$219K Buy
11,400
+5,300
+87% +$201K 0.08% 88
2019
Q4 		$241K Buy
6,100
+300
+5% +$12K 0.08% 96
2019
Q3 		$238K Buy
+5,800
New +$214K 0.08% 95

Other funds holding TOL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Sicart Associates's TOL Position: Q4 2020 in Review

Sicart Associates sold out of Toll Brothers (TOL) in Q4 2020, closing a stake of 10,400 shares — an estimated $506K sold.

Sicart Associates first reported a position in TOL in Q3 2019 and held it in 5 quarters. The position peaked at $506K in Q3 2020. 362 funds tracked by Wall St. Rank hold TOL as of Q4 2020.

  • Sicart Associates reported no remaining Toll Brothers position as of Q4 2020 after selling out during the quarter.
  • Sicart Associates sold 10,400 Toll Brothers shares in Q4 2020, an estimated $506K.
  • Sicart Associates first reported a position in Toll Brothers in Q3 2019 and held it in 5 quarters.
  • Sicart Associates's Toll Brothers position peaked at $506K in Q3 2020.
  • 362 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2020.

Based on Sicart Associates's 13F filing for Q4 2020, filed 22 Jan 2021.