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Summit Global Investments’s Toll Brothers TOL Stock Holding History

Summit Global Investments’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
Q3 		– Sell
-12,414
Closed -$1.43M – 586
2024
Q2 		$1.43M Buy
12,414
+1,760
+17% +$213K 0.1% 166
2024
Q1 		$1.38M Buy
+10,654
New +$1.16M 0.1% 153
2023
Q2 		– Sell
-12,903
Closed -$775K – 621
2023
Q1 		$775K Buy
12,903
+3,699
+40% +$213K 0.06% 284
2022
Q4 		$459K Hold
9,204
– – 0.04% 332
2022
Q3 		$387K Buy
+9,204
New +$427K 0.04% 362

Other funds holding TOL

BlackRock
BlackRock New York $5.72T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Global Investments's TOL Position: Q3 2024 in Review

Summit Global Investments sold out of Toll Brothers (TOL) in Q3 2024, closing a stake of 12,414 shares — an estimated $1.43M sold.

Summit Global Investments first reported a position in TOL in Q3 2022 and held it in 5 quarters. The position peaked at $1.43M in Q2 2024. 718 funds tracked by Wall St. Rank hold TOL as of Q3 2024.

  • Summit Global Investments reported no remaining Toll Brothers position as of Q3 2024 after selling out during the quarter.
  • Summit Global Investments sold 12,414 Toll Brothers shares in Q3 2024, an estimated $1.43M.
  • Summit Global Investments first reported a position in Toll Brothers in Q3 2022 and held it in 5 quarters.
  • Summit Global Investments's Toll Brothers position peaked at $1.43M in Q2 2024.
  • 718 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2024.

Based on Summit Global Investments's 13F filing for Q3 2024, filed 31 Oct 2024.