Sonora Investment Management’s Toll Brothers TOL Stock Holding History

Sonora Investment Management’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 Q3	$17K	Hold	300	–	–	﹤0.01%	670
2021 Q2	$17K	Hold	300	–	–	﹤0.01%	610
2021 Q1	$17K	Hold	300	–	–	﹤0.01%	1045
2020 Q4	$13K	Hold	300	–	–	﹤0.01%	1082
2020 Q3	$15K	Hold	300	–	–	﹤0.01%	1030
2020 Q2	$10K	Hold	300	–	–	﹤0.01%	1114
2020 Q1	$6K	Hold	300	–	–	﹤0.01%	1222
2019 Q4	$12K	Hold	300	–	–	﹤0.01%	1078
2019 Q3	$12K	Hold	300	–	–	﹤0.01%	1074
2019 Q2	$11K	Hold	300	–	–	﹤0.01%	1112
2019 Q1	$11K	Hold	300	–	–	﹤0.01%	979
2018 Q4	$10K	Hold	300	–	–	﹤0.01%	864
2018 Q3	$10K	Hold	300	–	–	﹤0.01%	878
2018 Q2	$11K	Hold	300	–	–	﹤0.01%	760
2018 Q1	$13K	Hold	300	–	–	﹤0.01%	697
2017 Q4	$14.4K	Buy	+300	New	+$13.8K	﹤0.01%	690

Other funds holding TOL

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Sonora Investment Management's TOL Position: Q3 2021 in Review

Sonora Investment Management held its Toll Brothers (TOL) position steady in Q3 2021 at 300 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Sonora Investment Management first reported a position in TOL in Q4 2017 and has held it in 16 quarters since. 406 funds tracked by Wall St. Rank hold TOL as of Q3 2021.

Sonora Investment Management held 300 shares of Toll Brothers worth $17K as of Q3 2021.
Sonora Investment Management left its Toll Brothers share count unchanged in Q3 2021.
Toll Brothers made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #670 holding.
Sonora Investment Management first reported a position in Toll Brothers in Q4 2017 and has held it in 16 quarters since.
406 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.