Susquehanna Fundamental Investments’s Toll Brothers TOL Stock Holding History

Susquehanna Fundamental 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
2023 Q4	–	Sell	-215,927	Closed	-$16M	–	312
2023 Q3	$16M	Hold	215,927	–	–	1.04%	20
2023 Q2	$17.1M	Sell	215,927 -39,986	-16%	-$2.68M	0.62%	32
2023 Q1	$15.4M	Hold	255,913	–	–	0.36%	68
2022 Q4	$12.8M	Buy	255,913 +196,317	+329%	+$9.03M	0.22%	139
2022 Q3	$2.5M	Buy	+59,596	New	+$2.76M	0.04%	515
2022 Q1	$2.68M	Sell	57,047 -67,287	-54%	-$3.77M	0.05%	478
2021 Q4	$9M	Buy	124,334 +1,772	+1%	+$114K	0.24%	99
2021 Q3	$6.78M	Buy	122,562 +104,892	+594%	+$6.2M	0.12%	212
2021 Q2	$1.02M	Sell	17,670 -106,982	-86%	-$6.52M	0.02%	850
2021 Q1	$7.07M	Hold	124,652	–	–	0.12%	230
2020 Q4	$5.42M	Buy	124,652 +17,670	+17%	+$819K	0.1%	288
2020 Q3	$5.21M	Hold	106,982	–	–	0.16%	177
2020 Q2	$3.49M	Buy	106,982 +28,382	+36%	+$776K	0.17%	152
2020 Q1	$1.51M	Buy	+78,600	New	+$2.97M	0.3%	97

Other funds holding TOL

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

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Susquehanna Fundamental Investments's TOL Position: Q4 2023 in Review

Susquehanna Fundamental Investments sold out of Toll Brothers (TOL) in Q4 2023, closing a stake of 215,927 shares — an estimated $16M sold.

Susquehanna Fundamental Investments first reported a position in TOL in Q1 2020 and held it in 14 quarters. The position peaked at $17.1M in Q2 2023. 574 funds tracked by Wall St. Rank hold TOL as of Q4 2023.

Susquehanna Fundamental Investments reported no remaining Toll Brothers position as of Q4 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 215,927 Toll Brothers shares in Q4 2023, an estimated $16M.
Susquehanna Fundamental Investments first reported a position in Toll Brothers in Q1 2020 and held it in 14 quarters.
Susquehanna Fundamental Investments's Toll Brothers position peaked at $17.1M in Q2 2023.
574 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2023, filed 14 Feb 2024.