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Strategic Global Advisors’s Toll Brothers TOL Stock Holding History

Strategic Global 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
2024
Q1 		– Sell
-18,375
Closed -$1.89M – 159
2023
Q4 		$1.89M Sell
18,375
-12,144
-40% -$1.01M 0.43% 79
2023
Q3 		$2.26M Sell
30,519
-1,393
-4% -$110K 0.38% 85
2023
Q2 		$2.52M Buy
+31,912
New +$2.14M 0.39% 86
2019
Q1 		– Sell
-6,851
Closed -$226K – 188
2018
Q4 		$226K Sell
6,851
-1,241
-15% -$39.9K 0.08% 158
2018
Q3 		$267K Buy
8,092
+2,672
+49% +$96.7K 0.08% 170
2018
Q2 		$234K Hold
5,420
– – 0.06% 185
2018
Q1 		$234K Buy
+5,420
New +$255K 0.08% 176

Other funds holding TOL

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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Strategic Global Advisors's TOL Position: Q1 2024 in Review

Strategic Global Advisors sold out of Toll Brothers (TOL) in Q1 2024, closing a stake of 18,375 shares — an estimated $1.89M sold.

Strategic Global Advisors first reported a position in TOL in Q1 2018 and held it in 7 quarters. The position peaked at $2.52M in Q2 2023. 644 funds tracked by Wall St. Rank hold TOL as of Q1 2024.

  • Strategic Global Advisors reported no remaining Toll Brothers position as of Q1 2024 after selling out during the quarter.
  • Strategic Global Advisors sold 18,375 Toll Brothers shares in Q1 2024, an estimated $1.89M.
  • Strategic Global Advisors first reported a position in Toll Brothers in Q1 2018 and held it in 7 quarters.
  • Strategic Global Advisors's Toll Brothers position peaked at $2.52M in Q2 2023.
  • 644 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2024.

Based on Strategic Global Advisors's 13F filing for Q1 2024, filed 15 May 2024.