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Summit Securities Group’s Toll Brothers TOL Stock Holding History

Summit Securities Group’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
-1
Closed – – 1374
2022
Q3 		$0 Buy
+1
New +$46 ﹤0.01% 1165
2021
Q4 		– Sell
-9,600
Closed -$531K – 948
2021
Q3 		$531K Hold
9,600
– – 0.04% 386
2021
Q2 		$555K Buy
+9,600
New +$585K 0.05% 361

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

Summit Securities Group's TOL Position: Q4 2022 in Review

Summit Securities Group sold out of Toll Brothers (TOL) in Q4 2022, closing a stake of 1 share.

Summit Securities Group first reported a position in TOL in Q2 2021 and held it in 3 quarters. The position peaked at $555K in Q2 2021. 427 funds tracked by Wall St. Rank hold TOL as of Q4 2022.

  • Summit Securities Group reported no remaining Toll Brothers position as of Q4 2022 after selling out during the quarter.
  • Summit Securities Group sold 1 Toll Brothers share in Q4 2022.
  • Summit Securities Group first reported a position in Toll Brothers in Q2 2021 and held it in 3 quarters.
  • Summit Securities Group's Toll Brothers position peaked at $555K in Q2 2021.
  • 427 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2022.

Based on Summit Securities Group's 13F filing for Q4 2022, filed 13 Feb 2023.