WCM
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Weld Capital Management’s Toll Brothers TOL Stock Holding History

Weld Capital 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
2021
Q1 		– Sell
-47,721
Closed -$2.07M – 548
2020
Q4 		$2.07M Buy
47,721
+1,839
+4% +$85.3K 0.82% 9
2020
Q3 		$2.23M Sell
45,882
-9,702
-17% -$392K 0.88% 5
2020
Q2 		$1.81M Buy
+55,584
New +$1.52M 0.71% 15
2019
Q3 		– Sell
-21,060
Closed -$771K – 1003
2019
Q2 		$771K Sell
21,060
-22,382
-52% -$835K 0.14% 254
2019
Q1 		$1.57M Buy
43,442
+28,787
+196% +$1.03M 0.29% 84
2018
Q4 		$483K Buy
+14,655
New +$471K 0.11% 359

Other funds holding TOL

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return