TrustCore Financial Services’s Toll Brothers TOL Stock Holding History

TrustCore Financial Services’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	$4.99K	Hold	100	–	–	﹤0.01%	823
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	909
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	892
2022 Q1	$5K	Buy	+100	New	+$5.6K	﹤0.01%	866
2021 Q4	–	Sell	-100	Closed	-$6K	–	1049
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	846
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	822
2021 Q1	$6K	Hold	100	–	–	﹤0.01%	772
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	796
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	700
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	779
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	791
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	761
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	790
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	778
2019 Q1	$4K	Buy	+100	New	+$3.59K	﹤0.01%	703
2018 Q4	–	Sell	-100	Closed	-$3K	–	758
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	739
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	722
2018 Q1	$4K	Hold	100	–	–	﹤0.01%	609
2017 Q4	$5K	Buy	+100	New	+$4.6K	﹤0.01%	578

Other funds holding TOL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TrustCore Financial Services's TOL Position: Q4 2022 in Review

TrustCore Financial Services held its Toll Brothers (TOL) position steady in Q4 2022 at 100 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

TrustCore Financial Services first reported a position in TOL in Q4 2017 and has held it in 19 quarters since. The position peaked at $6K in Q3 2021. 426 funds tracked by Wall St. Rank hold TOL as of Q4 2022.

TrustCore Financial Services held 100 shares of Toll Brothers worth $4.99K as of Q4 2022.
TrustCore Financial Services left its Toll Brothers share count unchanged in Q4 2022.
Toll Brothers made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #823 holding.
TrustCore Financial Services first reported a position in Toll Brothers in Q4 2017 and has held it in 19 quarters since.
TrustCore Financial Services's Toll Brothers position peaked at $6K in Q3 2021.
426 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.