ALPS Advisors’s Taylor Morrison TMHC Stock Holding History

ALPS Advisors’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
2025 Q3	–	Sell	-6,195	Closed	-$380K	–	1152
2025 Q2	$380K	Buy	6,195 +75	+1%	+$4.36K	﹤0.01%	809
2025 Q1	$367K	Buy	+6,120	New	+$381K	﹤0.01%	678
2024 Q1	–	Sell	-6,817	Closed	-$364K	–	1065
2023 Q4	$364K	Sell	6,817 -388	-5%	-$17.3K	﹤0.01%	734
2023 Q3	$307K	Sell	7,205 -1,806	-20%	-$84.9K	﹤0.01%	871
2023 Q2	$439K	Buy	9,011 +70	+0.8%	+$3.01K	﹤0.01%	641
2023 Q1	$342K	Sell	8,941 -4,482	-33%	-$157K	﹤0.01%	707
2022 Q4	$407K	Sell	13,423 -70	-0.5%	-$1.95K	﹤0.01%	668
2022 Q3	$315K	Buy	13,493 +2,150	+19%	+$55.8K	﹤0.01%	707
2022 Q2	$265K	Sell	11,343 -117	-1%	-$3.1K	﹤0.01%	914
2022 Q1	$312K	Buy	+11,460	New	+$349K	﹤0.01%	758
2020 Q1	–	Sell	-13,766	Closed	-$301K	–	922
2019 Q4	$301K	Sell	13,766 -612	-4%	-$14.7K	﹤0.01%	803
2019 Q3	$373K	Buy	+14,378	New	+$331K	﹤0.01%	532
2014 Q3	–	Sell	-24,936	Closed	-$559K	–	694
2014 Q2	$559K	Buy	24,936 +636	+3%	+$13.8K	﹤0.01%	470
2014 Q1	$571K	Buy	+24,300	New	+$549K	0.01%	430

Other funds holding TMHC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

Fuller & Thaler Asset Management

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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