Sugarloaf Wealth Management’s Toll Brothers TOL Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$8.69K	Hold	69	–	–	﹤0.01%	521
2024 Q3	$10.7K	Hold	69	–	–	﹤0.01%	494
2024 Q2	$7.95K	Hold	69	–	–	﹤0.01%	499
2024 Q1	$8.93K	Hold	69	–	–	﹤0.01%	497
2023 Q4	$7.09K	Hold	69	–	–	﹤0.01%	518
2023 Q3	$5.1K	Hold	69	–	–	﹤0.01%	537
2023 Q2	$5.46K	Hold	69	–	–	﹤0.01%	538
2023 Q1	$4.14K	Hold	69	–	–	﹤0.01%	560
2022 Q4	$3.44K	Hold	69	–	–	﹤0.01%	621
2022 Q3	$3K	Hold	69	–	–	﹤0.01%	690
2022 Q2	$3K	Hold	69	–	–	﹤0.01%	679
2022 Q1	$3K	Hold	69	–	–	﹤0.01%	627
2021 Q4	$5K	Hold	69	–	–	﹤0.01%	600
2021 Q3	$4K	Hold	69	–	–	﹤0.01%	639
2021 Q2	$4K	Hold	69	–	–	﹤0.01%	630
2021 Q1	$4	Hold	69	–	–	﹤0.01%	619
2020 Q4	$3K	Hold	69	–	–	﹤0.01%	615
2020 Q3	$3K	Hold	69	–	–	﹤0.01%	592
2020 Q2	$2K	Hold	69	–	–	﹤0.01%	619
2020 Q1	$1K	Hold	69	–	–	﹤0.01%	663
2019 Q4	$3K	Buy	+69	New	+$2.76K	﹤0.01%	613

Other funds holding TOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sugarloaf Wealth Management's TOL Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Toll Brothers (TOL) position steady in Q4 2024 at 69 shares worth $8.69K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Sugarloaf Wealth Management first reported a position in TOL in Q4 2019 and has held it in 21 quarters since. The position peaked at $10.7K in Q3 2024. 721 funds tracked by Wall St. Rank hold TOL as of Q4 2024.

Sugarloaf Wealth Management held 69 shares of Toll Brothers worth $8.69K as of Q4 2024.
Sugarloaf Wealth Management left its Toll Brothers share count unchanged in Q4 2024.
Toll Brothers made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #521 holding.
Sugarloaf Wealth Management first reported a position in Toll Brothers in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Toll Brothers position peaked at $10.7K in Q3 2024.
721 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.