Axa

Axa’s Taylor Morrison TMHC Stock Holding History

Axa’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 Q1	–	Sell	-105,856	Closed	-$6.48M	–	1145
2024 Q4	$6.48M	Sell	105,856 -1,276	-1%	-$87.1K	0.02%	473
2024 Q3	$7.53M	Sell	107,132 -194	-0.2%	-$12.4K	0.02%	447
2024 Q2	$5.95M	Buy	+107,326	New	+$6.13M	0.02%	496
2023 Q4	–	Sell	-19,000	Closed	-$810K	–	1133
2023 Q3	$810K	Buy	+19,000	New	+$894K	﹤0.01%	861
2020 Q3	–	Sell	-23,100	Closed	-$446K	–	1353
2020 Q2	$446K	Hold	23,100	–	–	﹤0.01%	1083
2020 Q1	$254K	Buy	+23,100	New	+$497K	﹤0.01%	1074
2018 Q3	–	Sell	-14,800	Closed	-$308K	–	1383
2018 Q2	$308K	Hold	14,800	–	–	﹤0.01%	1225
2018 Q1	$345K	Buy	+14,800	New	+$369K	﹤0.01%	1229
2015 Q4	–	Sell	-72,000	Closed	-$1.34M	–	1490
2015 Q3	$1.34M	Buy	72,000 +23,600	+49%	+$466K	0.01%	855
2015 Q2	$985K	Sell	48,400 -1,500	-3%	-$29.7K	﹤0.01%	966
2015 Q1	$1.04M	Buy	49,900 +20,000	+67%	+$374K	﹤0.01%	935
2014 Q4	$565K	Buy	29,900 +25,500	+580%	+$455K	﹤0.01%	1079
2014 Q3	$71K	Buy	+4,400	New	+$85.6K	﹤0.01%	1329

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

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

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

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return