Asset Dedication LLC’s Taylor Morrison TMHC Stock Holding History

Asset Dedication LLC’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 Q1	–	Sell	-113	Closed	-$2K	–	804
2019 Q4	$2K	Buy	+113	New	+$2.72K	﹤0.01%	663

Other funds holding TMHC

BlackRock New York $5.72T AUM 30.48% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Asset Dedication LLC's TMHC Position: Q1 2020 in Review

Asset Dedication LLC sold out of Taylor Morrison (TMHC) in Q1 2020, closing a stake of 113 shares — an estimated $2K sold.

Asset Dedication LLC first reported a position in TMHC in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 242 funds tracked by Wall St. Rank hold TMHC as of Q1 2020.

Asset Dedication LLC reported no remaining Taylor Morrison position as of Q1 2020 after selling out during the quarter.
Asset Dedication LLC sold 113 Taylor Morrison shares in Q1 2020, an estimated $2K.
Asset Dedication LLC first reported a position in Taylor Morrison in Q4 2019 and held it in 1 quarter.
Asset Dedication LLC's Taylor Morrison position peaked at $2K in Q4 2019.
242 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2020.

Based on Asset Dedication LLC's 13F filing for Q1 2020, filed 5 May 2020.