Tax-Managed U.S. Targeted Value Portfolio TOL Holdings History
Number of Shares
568,855.00
Current Holdings Value*
$35.67 Mil
% of Portfolio
0.61%
Total Estimate Gain
$43.98 Mil
% of Total Estimate Gain
148.15%
Tax-Managed U.S. Targeted Value Portfolio's Toll Brothers Inc Holding Summary
As of 2021-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 568,855.00 shares of Toll Brothers Inc(TOL), totaling $35.67 Mil. This investment constitutes 0.61% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.48% of the outstanding Toll Brothers Inc(TOL) stock.
The initial trade took place in 2019Q4. In addition, there have been 3 sales at an average price of $34.38 for 208,466.00 shares. Based on historical transaction data and TOL's current price of $116.90, Tax-Managed U.S. Targeted Value Portfolio's estimated gain on his TOL holdings is $43.98 Mil, reflecting a 148.15% gain to date.
Tax-Managed U.S. Targeted Value Portfolio TOL ($116.90) Holding Chart
Tax-Managed U.S. Targeted Value Portfolio TOL ($116.90) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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