UBS O'Connor’s Toll Brothers TOL Stock Holding History

UBS O'Connor’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
2013 Q3	–	Sell	-50,000	Closed	-$16K	–	558
2013 Q2	$16K	Buy	+50,000	New	+$1.69M	﹤0.01%	495

Other funds holding TOL

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS O'Connor's TOL Position: Q1 2018 in Review

UBS O'Connor sold out of Toll Brothers (TOL) in Q1 2018, closing a stake of 55,000 shares — an estimated $2.64M sold.

UBS O'Connor first reported a position in TOL in Q2 2013 and held it in 10 quarters. The position peaked at $18.1M in Q4 2013. 429 funds tracked by Wall St. Rank hold TOL as of Q1 2018.

UBS O'Connor reported no remaining Toll Brothers position as of Q1 2018 after selling out during the quarter.
UBS O'Connor sold 55,000 Toll Brothers shares in Q1 2018, an estimated $2.64M.
UBS O'Connor first reported a position in Toll Brothers in Q2 2013 and held it in 10 quarters.
UBS O'Connor's Toll Brothers position peaked at $18.1M in Q4 2013.
429 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2018.

Based on UBS O'Connor's 13F filing for Q1 2018, filed 14 May 2018.