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Advisor Partners II’s Taylor Morrison TMHC Stock Holding History

Advisor Partners II’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
2023
Q3 		$448K Buy
10,512
+5,413
+106% +$255K 0.02% 766
2023
Q2 		$249K Buy
+5,099
New +$220K 0.01% 890

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Advisor Partners II's TMHC Position: Q3 2023 in Review

Advisor Partners II increased its Taylor Morrison (TMHC) stake by 106% in Q3 2023, buying an estimated $255K and bringing the position to 10,512 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #766.

Advisor Partners II first reported a position in TMHC in Q2 2023 and has held it in 2 quarters since. 340 funds tracked by Wall St. Rank hold TMHC as of Q3 2023.

  • Advisor Partners II held 10,512 shares of Taylor Morrison worth $448K as of Q3 2023.
  • Advisor Partners II bought 5,413 Taylor Morrison shares in Q3 2023, an estimated $255K.
  • Taylor Morrison made up 0.02% of Advisor Partners II's portfolio in Q3 2023, its #766 holding.
  • Advisor Partners II first reported a position in Taylor Morrison in Q2 2023 and has held it in 2 quarters since.
  • 340 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.