SLF
TOL icon

Sun Life Financial’s Toll Brothers TOL Stock Holding History

Sun Life Financial’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
2019
Q4 		– Sell
-6,230
Closed -$256K – 572
2019
Q3 		$256K Buy
6,230
+35
+0.6% +$1.29K 0.07% 161
2019
Q2 		$227K Hold
6,195
– – 0.06% 168
2019
Q1 		$224K Buy
+6,195
New +$223K 0.05% 183

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sun Life Financial's TOL Position: Q4 2019 in Review

Sun Life Financial sold out of Toll Brothers (TOL) in Q4 2019, closing a stake of 6,230 shares — an estimated $256K sold.

Sun Life Financial first reported a position in TOL in Q1 2019 and held it in 3 quarters. The position peaked at $256K in Q3 2019. 375 funds tracked by Wall St. Rank hold TOL as of Q4 2019.

  • Sun Life Financial reported no remaining Toll Brothers position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 6,230 Toll Brothers shares in Q4 2019, an estimated $256K.
  • Sun Life Financial first reported a position in Toll Brothers in Q1 2019 and held it in 3 quarters.
  • Sun Life Financial's Toll Brothers position peaked at $256K in Q3 2019.
  • 375 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.