Baird Financial Group
TMHC

Baird Financial Group’s Taylor Morrison TMHC Stock Holding History

Baird Financial 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
2023
Q3 		– Sell
-31,220
Closed -$1.52M – 1758
2023
Q2 		$1.52M Sell
31,220
-8,821
-22% -$380K ﹤0.01% 990
2023
Q1 		$1.53M Sell
40,041
-1,685
-4% -$59.2K ﹤0.01% 972
2022
Q4 		$1.27M Sell
41,726
-7,180
-15% -$200K ﹤0.01% 999
2022
Q3 		$1.14M Sell
48,906
-11,341
-19% -$295K ﹤0.01% 1004
2022
Q2 		$1.41M Sell
60,247
-1,350
-2% -$35.8K ﹤0.01% 969
2022
Q1 		$1.68M Sell
61,597
-1,563
-2% -$47.6K ﹤0.01% 970
2021
Q4 		$2.21M Buy
63,160
+22,678
+56% +$708K 0.01% 896
2021
Q3 		$1.04M Buy
+40,482
New +$1.07M ﹤0.01% 1186
2020
Q2 		– Sell
-19,156
Closed -$211K – 1587
2020
Q1 		$211K Sell
19,156
-2,145
-10% -$46.1K ﹤0.01% 1325
2019
Q4 		$466K Buy
+21,301
New +$512K ﹤0.01% 1196

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Baird Financial Group's TMHC Position: Q3 2023 in Review

Baird Financial Group sold out of Taylor Morrison (TMHC) in Q3 2023, closing a stake of 31,220 shares — an estimated $1.52M sold.

Baird Financial Group first reported a position in TMHC in Q4 2019 and held it in 10 quarters. The position peaked at $2.21M in Q4 2021. 340 funds tracked by Wall St. Rank hold TMHC as of Q3 2023.

  • Baird Financial Group reported no remaining Taylor Morrison position as of Q3 2023 after selling out during the quarter.
  • Baird Financial Group sold 31,220 Taylor Morrison shares in Q3 2023, an estimated $1.52M.
  • Baird Financial Group first reported a position in Taylor Morrison in Q4 2019 and held it in 10 quarters.
  • Baird Financial Group's Taylor Morrison position peaked at $2.21M in Q4 2021.
  • 340 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2023.

Based on Baird Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.