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Systematic Financial Management’s Toll Brothers TOL Stock Holding History

Systematic Financial 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
2018
Q3 		– Sell
-115,549
Closed -$4.27M – 680
2018
Q2 		$4.27M Sell
115,549
-353,623
-75% -$14.5M 0.1% 234
2018
Q1 		$20.3M Buy
469,172
+200,409
+75% +$9.41M 0.45% 61
2017
Q4 		$12.9M Sell
268,763
-1,030,784
-79% -$47.4M 0.26% 133
2017
Q3 		$53.9M Sell
1,299,547
-124,100
-9% -$4.88M 1.09% 11
2017
Q2 		$56.2M Buy
1,423,647
+124,050
+10% +$4.63M 1.04% 6
2017
Q1 		$46.9M Buy
+1,299,597
New +$43.3M 0.83% 25

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Systematic Financial Management's TOL Position: Q3 2018 in Review

Systematic Financial Management sold out of Toll Brothers (TOL) in Q3 2018, closing a stake of 115,549 shares — an estimated $4.27M sold.

Systematic Financial Management first reported a position in TOL in Q1 2017 and held it in 6 quarters. The position peaked at $56.2M in Q2 2017. 427 funds tracked by Wall St. Rank hold TOL as of Q3 2018.

  • Systematic Financial Management reported no remaining Toll Brothers position as of Q3 2018 after selling out during the quarter.
  • Systematic Financial Management sold 115,549 Toll Brothers shares in Q3 2018, an estimated $4.27M.
  • Systematic Financial Management first reported a position in Toll Brothers in Q1 2017 and held it in 6 quarters.
  • Systematic Financial Management's Toll Brothers position peaked at $56.2M in Q2 2017.
  • 427 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2018.

Based on Systematic Financial Management's 13F filing for Q3 2018, filed 6 Nov 2018.