Advisory Research’s Taylor Morrison TMHC Stock Holding History

Advisory Research’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 Q4	–	Sell	-13,645	Closed	-$581K	–	472
2023 Q3	$581K	Sell	13,645 -21,658	-61%	-$1.02M	0.08%	254
2023 Q2	$1.72M	Buy	35,303 +5,591	+19%	+$241K	0.22%	124
2023 Q1	$1.14M	Buy	29,712 +8,261	+39%	+$290K	0.19%	138
2022 Q4	$651K	Buy	+21,451	New	+$598K	0.06%	218

Other funds holding TMHC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Advisory Research's TMHC Position: Q4 2023 in Review

Advisory Research sold out of Taylor Morrison (TMHC) in Q4 2023, closing a stake of 13,645 shares — an estimated $581K sold.

Advisory Research first reported a position in TMHC in Q4 2022 and held it in 4 quarters. The position peaked at $1.72M in Q2 2023. 367 funds tracked by Wall St. Rank hold TMHC as of Q4 2023.

Advisory Research reported no remaining Taylor Morrison position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 13,645 Taylor Morrison shares in Q4 2023, an estimated $581K.
Advisory Research first reported a position in Taylor Morrison in Q4 2022 and held it in 4 quarters.
Advisory Research's Taylor Morrison position peaked at $1.72M in Q2 2023.
367 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.