Simon Quick Advisors’s Toll Brothers TOL Stock Holding History

Simon Quick 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	-600	Closed	-$26K	–	477
2020 Q4	$26K	Buy	+600	New	+$27.8K	0.01%	313

Other funds holding TOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Simon Quick Advisors's TOL Position: Q1 2021 in Review

Simon Quick Advisors sold out of Toll Brothers (TOL) in Q1 2021, closing a stake of 600 shares — an estimated $26K sold.

Simon Quick Advisors first reported a position in TOL in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 392 funds tracked by Wall St. Rank hold TOL as of Q1 2021.

Simon Quick Advisors reported no remaining Toll Brothers position as of Q1 2021 after selling out during the quarter.
Simon Quick Advisors sold 600 Toll Brothers shares in Q1 2021, an estimated $26K.
Simon Quick Advisors first reported a position in Toll Brothers in Q4 2020 and held it in 1 quarter.
Simon Quick Advisors's Toll Brothers position peaked at $26K in Q4 2020.
392 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2021.

Based on Simon Quick Advisors's 13F filing for Q1 2021, filed 6 May 2021.