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Wright Investors Service’s Toll Brothers TOL Stock Holding History

Wright Investors Service’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
2020
Q4 		– Sell
-7,498
Closed -$365K – 164
2020
Q3 		$365K Buy
+7,498
New +$303K 0.13% 128
2016
Q2 		– Sell
-33,230
Closed -$981K – 230
2016
Q1 		$981K Sell
33,230
-3,518
-10% -$98.3K 0.39% 88
2015
Q4 		$1.22M Buy
36,748
+10,803
+42% +$385K 0.45% 75
2015
Q3 		$888K Buy
+25,945
New +$982K 0.4% 85

Other funds holding TOL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wright Investors Service's TOL Position: Q4 2020 in Review

Wright Investors Service sold out of Toll Brothers (TOL) in Q4 2020, closing a stake of 7,498 shares — an estimated $365K sold.

Wright Investors Service first reported a position in TOL in Q3 2015 and held it in 4 quarters. The position peaked at $1.22M in Q4 2015. 362 funds tracked by Wall St. Rank hold TOL as of Q4 2020.

  • Wright Investors Service reported no remaining Toll Brothers position as of Q4 2020 after selling out during the quarter.
  • Wright Investors Service sold 7,498 Toll Brothers shares in Q4 2020, an estimated $365K.
  • Wright Investors Service first reported a position in Toll Brothers in Q3 2015 and held it in 4 quarters.
  • Wright Investors Service's Toll Brothers position peaked at $1.22M in Q4 2015.
  • 362 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2020.

Based on Wright Investors Service's 13F filing for Q4 2020, filed 2 Feb 2021.