AG
TMHC

Advisor Group’s Taylor Morrison TMHC Stock Holding History

Advisor Group’s Portfolio TMHC Stock Details TMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$19K Sell
906
-3,655
-80% -$87.8K ﹤0.01% 3999
2019
Q3 		$119K Buy
4,561
+2,856
+168% +$65.8K ﹤0.01% 2763
2019
Q2 		$35K Buy
1,705
+104
+6% +$2.07K ﹤0.01% 3612
2019
Q1 		$28K Sell
1,601
-17
-1% -$303 ﹤0.01% 3788
2018
Q4 		$25K Buy
1,618
+72
+5% +$1.18K ﹤0.01% 3665
2018
Q3 		$28K Sell
1,546
-745
-33% -$14.8K ﹤0.01% 3679
2018
Q2 		$48K Sell
2,291
-142
-6% -$3.16K ﹤0.01% 3132
2018
Q1 		$57K Buy
2,433
+914
+60% +$22.8K ﹤0.01% 2957
2017
Q4 		$37K Sell
1,519
-340
-18% -$7.96K ﹤0.01% 3294
2017
Q3 		$41K Sell
1,859
-24,459
-93% -$540K ﹤0.01% 3084
2017
Q2 		$632K Buy
26,318
+9,688
+58% +$223K 0.01% 1009
2017
Q1 		$355K Buy
16,630
+16,147
+3,343% +$326K 0.01% 1278
2016
Q4 		$9K Buy
483
+360
+293% +$6.76K ﹤0.01% 3676
2016
Q3 		$2K Buy
+123
New +$2.08K ﹤0.01% 4193

Other funds holding TMHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's TMHC Position: Q4 2019 in Review

Advisor Group reduced its Taylor Morrison (TMHC) stake by 80% in Q4 2019, selling an estimated $87.8K and leaving 906 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #3999.

Advisor Group first reported a position in TMHC in Q3 2016 and has held it in 14 quarters since. The position peaked at $632K in Q2 2017. 236 funds tracked by Wall St. Rank hold TMHC as of Q4 2019.

  • Advisor Group held 906 shares of Taylor Morrison worth $19K as of Q4 2019.
  • Advisor Group sold 3,655 Taylor Morrison shares in Q4 2019, an estimated $87.8K.
  • Taylor Morrison made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3999 holding.
  • Advisor Group first reported a position in Taylor Morrison in Q3 2016 and has held it in 14 quarters since.
  • Advisor Group's Taylor Morrison position peaked at $632K in Q2 2017.
  • 236 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.