Yorktown Management & Research Company’s Toll Brothers TOL Stock Holding History

Yorktown Management & Research Company’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	-6,900	Closed	-$300K	–	277
2020 Q4	$300K	Hold	6,900	–	–	0.27%	173
2020 Q3	$336K	Buy	+6,900	New	+$279K	0.31%	160
2018 Q4	–	Sell	-8,000	Closed	-$264K	–	350
2018 Q3	$264K	Hold	8,000	–	–	0.08%	320
2018 Q2	$296K	Hold	8,000	–	–	0.09%	276
2018 Q1	$346K	Hold	8,000	–	–	0.1%	202
2017 Q4	$384K	Hold	8,000	–	–	0.11%	183
2017 Q3	$332K	Buy	+8,000	New	+$315K	0.09%	199

Other funds holding TOL

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Yorktown Management & Research Company's TOL Position: Q1 2021 in Review

Yorktown Management & Research Company sold out of Toll Brothers (TOL) in Q1 2021, closing a stake of 6,900 shares — an estimated $300K sold.

Yorktown Management & Research Company first reported a position in TOL in Q3 2017 and held it in 7 quarters. The position peaked at $384K in Q4 2017. 393 funds tracked by Wall St. Rank hold TOL as of Q1 2021.

Yorktown Management & Research Company reported no remaining Toll Brothers position as of Q1 2021 after selling out during the quarter.
Yorktown Management & Research Company sold 6,900 Toll Brothers shares in Q1 2021, an estimated $300K.
Yorktown Management & Research Company first reported a position in Toll Brothers in Q3 2017 and held it in 7 quarters.
Yorktown Management & Research Company's Toll Brothers position peaked at $384K in Q4 2017.
393 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2021.

Based on Yorktown Management & Research Company's 13F filing for Q1 2021, filed 11 May 2021.