Aperio Group’s Taylor Morrison TMHC Stock Holding History

Aperio Group’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	$6.9M	Sell	268,973 -14,566	-5%	-$371K	0.02%	697
2020 Q3	$6.97M	Buy	283,539 +4,436	+2%	+$105K	0.02%	615
2020 Q2	$5.38M	Buy	279,103 +103,326	+59%	+$1.63M	0.02%	707
2020 Q1	$1.93M	Buy	175,777 +128,518	+272%	+$2.76M	0.01%	1026
2019 Q4	$1.03M	Sell	47,259 -2,594	-5%	-$62.3K	﹤0.01%	1415
2019 Q3	$1.29M	Buy	49,853 +5,159	+12%	+$119K	0.01%	1263
2019 Q2	$937K	Buy	44,694 +13,659	+44%	+$272K	﹤0.01%	1435
2019 Q1	$551K	Buy	31,035 +6,013	+24%	+$107K	﹤0.01%	1698
2018 Q4	$398K	Buy	+25,022	New	+$409K	﹤0.01%	1817

Other funds holding TMHC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

DSC

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

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

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 Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's TMHC Position: Q4 2020 in Review

Aperio Group reduced its Taylor Morrison (TMHC) stake by 5.1% in Q4 2020, selling an estimated $371K and leaving 268,973 shares worth $6.9M. The position accounts for 0.02% of the portfolio, ranked #697.

Aperio Group first reported a position in TMHC in Q4 2018 and has held it in 9 quarters since. The position peaked at $6.97M in Q3 2020. 272 funds tracked by Wall St. Rank hold TMHC as of Q4 2020.

Aperio Group held 268,973 shares of Taylor Morrison worth $6.9M as of Q4 2020.
Aperio Group sold 14,566 Taylor Morrison shares in Q4 2020, an estimated $371K.
Taylor Morrison made up 0.02% of Aperio Group's portfolio in Q4 2020, its #697 holding.
Aperio Group first reported a position in Taylor Morrison in Q4 2018 and has held it in 9 quarters since.
Aperio Group's Taylor Morrison position peaked at $6.97M in Q3 2020.
272 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.