TFGT
TOL icon

TS Financial Group (TSFG)’s Toll Brothers TOL Stock Holding History

TS Financial Group (TSFG)’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
-84
Closed -$6K – 1033
2023
Q3 		$6K Hold
84
– – ﹤0.01% 634
2023
Q2 		$7K Hold
84
– – ﹤0.01% 611
2023
Q1 		$5K Buy
84
+1
+1% +$58 ﹤0.01% 668
2022
Q4 		$4K Hold
83
– – ﹤0.01% 711
2022
Q3 		$3K Hold
83
– – ﹤0.01% 733
2022
Q2 		$4K Buy
83
+1
+1% +$47 ﹤0.01% 685
2022
Q1 		$4K Buy
82
+42
+105% +$2.35K ﹤0.01% 675
2021
Q4 		$3K Hold
40
– – ﹤0.01% 730
2021
Q3 		$2K Sell
40
-505
-93% -$29.9K ﹤0.01% 768
2021
Q2 		$32K Buy
545
+41
+8% +$2.5K 0.01% 371
2021
Q1 		$29K Buy
504
+1
+0.2% +$52 0.01% 321
2020
Q4 		$22K Buy
503
+1
+0.2% +$46 0.01% 356
2020
Q3 		$24K Buy
502
+2
+0.4% +$81 0.01% 312
2020
Q2 		$16K Buy
+500
New +$13.7K 0.01% 352

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

TS Financial Group (TSFG)'s TOL Position: Q4 2023 in Review

TS Financial Group (TSFG) sold out of Toll Brothers (TOL) in Q4 2023, closing a stake of 84 shares — an estimated $6K sold.

TS Financial Group (TSFG) first reported a position in TOL in Q2 2020 and held it in 14 quarters. The position peaked at $32K in Q2 2021. 574 funds tracked by Wall St. Rank hold TOL as of Q4 2023.

  • TS Financial Group (TSFG) reported no remaining Toll Brothers position as of Q4 2023 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 84 Toll Brothers shares in Q4 2023, an estimated $6K.
  • TS Financial Group (TSFG) first reported a position in Toll Brothers in Q2 2020 and held it in 14 quarters.
  • TS Financial Group (TSFG)'s Toll Brothers position peaked at $32K in Q2 2021.
  • 574 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2023, filed 24 Jan 2024.