AWM
TMHC

AE Wealth Management’s Taylor Morrison TMHC Stock Holding History

AE Wealth Management’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 		– Sell
-8,599
Closed -$419K – 2071
2023
Q2 		$419K Buy
8,599
+2,322
+37% +$100K ﹤0.01% 1473
2023
Q1 		$240K Buy
+6,277
New +$221K ﹤0.01% 1649
2020
Q2 		– Sell
-33,084
Closed -$364K – 1341
2020
Q1 		$364K Buy
+33,084
New +$711K 0.01% 808

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

AE Wealth Management's TMHC Position: Q3 2023 in Review

AE Wealth Management sold out of Taylor Morrison (TMHC) in Q3 2023, closing a stake of 8,599 shares — an estimated $419K sold.

AE Wealth Management first reported a position in TMHC in Q1 2020 and held it in 3 quarters. The position peaked at $419K in Q2 2023. 340 funds tracked by Wall St. Rank hold TMHC as of Q3 2023.

  • AE Wealth Management reported no remaining Taylor Morrison position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 8,599 Taylor Morrison shares in Q3 2023, an estimated $419K.
  • AE Wealth Management first reported a position in Taylor Morrison in Q1 2020 and held it in 3 quarters.
  • AE Wealth Management's Taylor Morrison position peaked at $419K in Q2 2023.
  • 340 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.