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Aegis Financial’s Taylor Morrison TMHC Stock Holding History

Aegis Financial’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
2018
Q3 		$1.75M Hold
96,852
– – 2.9% 13
2018
Q2 		$2.01M Buy
+96,852
New +$2.16M 2.81% 14

Other funds holding TMHC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aegis Financial's TMHC Position: Q3 2018 in Review

Aegis Financial held its Taylor Morrison (TMHC) position steady in Q3 2018 at 96,852 shares worth $1.75M. The position accounts for 2.9% of the portfolio, ranked #13.

Aegis Financial first reported a position in TMHC in Q2 2018 and has held it in 2 quarters since. The position peaked at $2.01M in Q2 2018. 156 funds tracked by Wall St. Rank hold TMHC as of Q3 2018.

  • Aegis Financial held 96,852 shares of Taylor Morrison worth $1.75M as of Q3 2018.
  • Aegis Financial left its Taylor Morrison share count unchanged in Q3 2018.
  • Taylor Morrison made up 2.9% of Aegis Financial's portfolio in Q3 2018, its #13 holding.
  • Aegis Financial first reported a position in Taylor Morrison in Q2 2018 and has held it in 2 quarters since.
  • Aegis Financial's Taylor Morrison position peaked at $2.01M in Q2 2018.
  • 156 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2018.

Based on Aegis Financial's 13F filing for Q3 2018, filed 14 Nov 2018.