AWS
TMHC

AJ Wealth Strategies’s Taylor Morrison TMHC Stock Holding History

AJ Wealth Strategies’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
2020
Q4 		– Sell
-26,614
Closed -$654K – 251
2020
Q3 		$654K Sell
26,614
-6,836
-20% -$162K 0.07% 119
2020
Q2 		$645K Buy
33,450
+5,902
+21% +$93K 0.07% 109
2020
Q1 		$303K Buy
+27,548
New +$592K 0.04% 125

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AJ Wealth Strategies's TMHC Position: Q4 2020 in Review

AJ Wealth Strategies sold out of Taylor Morrison (TMHC) in Q4 2020, closing a stake of 26,614 shares — an estimated $654K sold.

AJ Wealth Strategies first reported a position in TMHC in Q1 2020 and held it in 3 quarters. The position peaked at $654K in Q3 2020. 272 funds tracked by Wall St. Rank hold TMHC as of Q4 2020.

  • AJ Wealth Strategies reported no remaining Taylor Morrison position as of Q4 2020 after selling out during the quarter.
  • AJ Wealth Strategies sold 26,614 Taylor Morrison shares in Q4 2020, an estimated $654K.
  • AJ Wealth Strategies first reported a position in Taylor Morrison in Q1 2020 and held it in 3 quarters.
  • AJ Wealth Strategies's Taylor Morrison position peaked at $654K in Q3 2020.
  • 272 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2020.

Based on AJ Wealth Strategies's 13F filing for Q4 2020, filed 16 Feb 2021.