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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 $5.7T AUM 30.48% 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 $6.07B AUM 11.2% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return