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United Asset Strategies’s Toll Brothers TOL Stock Holding History

United Asset Strategies’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
Q3 		– Sell
-22,743
Closed -$1.01M – 230
2022
Q2 		$1.01M Buy
22,743
+659
+3% +$30.8K 0.15% 125
2022
Q1 		$1.04M Buy
22,084
+2,056
+10% +$115K 0.13% 127
2021
Q4 		$1.45M Buy
+20,028
New +$1.29M 0.17% 105

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Asset Strategies's TOL Position: Q3 2022 in Review

United Asset Strategies sold out of Toll Brothers (TOL) in Q3 2022, closing a stake of 22,743 shares — an estimated $1.01M sold.

United Asset Strategies first reported a position in TOL in Q4 2021 and held it in 3 quarters. The position peaked at $1.45M in Q4 2021. 383 funds tracked by Wall St. Rank hold TOL as of Q3 2022.

  • United Asset Strategies reported no remaining Toll Brothers position as of Q3 2022 after selling out during the quarter.
  • United Asset Strategies sold 22,743 Toll Brothers shares in Q3 2022, an estimated $1.01M.
  • United Asset Strategies first reported a position in Toll Brothers in Q4 2021 and held it in 3 quarters.
  • United Asset Strategies's Toll Brothers position peaked at $1.45M in Q4 2021.
  • 383 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2022.

Based on United Asset Strategies's 13F filing for Q3 2022, filed 24 Oct 2022.