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Stevens Capital Management’s Toll Brothers TOL Stock Holding History

Stevens Capital 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
2018
Q4 		– Sell
-75,400
Closed -$2.49M – 923
2018
Q3 		$2.49M Buy
+75,400
New +$2.73M 0.09% 260
2017
Q3 		– Sell
-68,458
Closed -$2.71M – 1076
2017
Q2 		$2.71M Buy
68,458
+36,090
+111% +$1.35M 0.1% 256
2017
Q1 		$1.17M Sell
32,368
-90,313
-74% -$3.01M 0.04% 387
2016
Q4 		$3.8M Buy
+122,681
New +$3.64M 0.16% 186
2016
Q3 		– Sell
-329,721
Closed -$8.87M – 1147
2016
Q2 		$8.87M Buy
329,721
+273,130
+483% +$7.67M 0.35% 80
2016
Q1 		$1.67M Buy
+56,591
New +$1.58M 0.07% 318
2015
Q4 		– Sell
-7,248
Closed -$248K – 1146
2015
Q3 		$248K Buy
+7,248
New +$274K 0.01% 765
2015
Q2 		– Sell
-6,465
Closed -$254K – 1243
2015
Q1 		$254K Buy
+6,465
New +$236K 0.01% 795
2014
Q3 		– Sell
-19,108
Closed -$705K – 1246
2014
Q2 		$705K Buy
+19,108
New +$678K 0.02% 581

Other funds holding TOL

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return