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Stonebridge Capital Advisors’s Toll Brothers TOL Stock Holding History

Stonebridge Capital 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
2022
Q4 		– Sell
-24
Closed -$1K – 1103
2022
Q3 		$1K Buy
+24
New +$1.11K ﹤0.01% 961
2020
Q1 		– Sell
-10
Closed – – 857
2019
Q4 		$0 Hold
10
– – ﹤0.01% 914
2019
Q3 		$0 Hold
10
– – ﹤0.01% 940
2019
Q2 		$0 Buy
+10
New +$373 ﹤0.01% 924

Other funds holding TOL

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stonebridge Capital Advisors's TOL Position: Q4 2022 in Review

Stonebridge Capital Advisors sold out of Toll Brothers (TOL) in Q4 2022, closing a stake of 24 shares — an estimated $1K sold.

Stonebridge Capital Advisors first reported a position in TOL in Q2 2019 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 427 funds tracked by Wall St. Rank hold TOL as of Q4 2022.

  • Stonebridge Capital Advisors reported no remaining Toll Brothers position as of Q4 2022 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 24 Toll Brothers shares in Q4 2022, an estimated $1K.
  • Stonebridge Capital Advisors first reported a position in Toll Brothers in Q2 2019 and held it in 4 quarters.
  • Stonebridge Capital Advisors's Toll Brothers position peaked at $1K in Q3 2022.
  • 427 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.