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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Weld Capital Management's TOL Position: Q1 2021 in Review

Weld Capital Management sold out of Toll Brothers (TOL) in Q1 2021, closing a stake of 47,721 shares — an estimated $2.07M sold.

Weld Capital Management first reported a position in TOL in Q4 2018 and held it in 6 quarters. The position peaked at $2.23M in Q3 2020. 393 funds tracked by Wall St. Rank hold TOL as of Q1 2021.

  • Weld Capital Management reported no remaining Toll Brothers position as of Q1 2021 after selling out during the quarter.
  • Weld Capital Management sold 47,721 Toll Brothers shares in Q1 2021, an estimated $2.07M.
  • Weld Capital Management first reported a position in Toll Brothers in Q4 2018 and held it in 6 quarters.
  • Weld Capital Management's Toll Brothers position peaked at $2.23M in Q3 2020.
  • 393 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.