Balasa Dinverno & Foltz’s Taylor Morrison TMHC Stock Holding History

Balasa Dinverno & Foltz’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
2022 Q3	$922K	Buy	39,529 +7,862	+25%	+$204K	0.06%	134
2022 Q2	$740K	Buy	31,667 +2,473	+8%	+$65.5K	0.05%	154
2022 Q1	$795K	Buy	29,194 +1,368	+5%	+$41.6K	0.05%	150
2021 Q4	$973K	Sell	27,826 -1,534	-5%	-$47.9K	0.06%	131
2021 Q3	$757K	Sell	29,360 -3,638	-11%	-$96.3K	0.05%	144
2021 Q2	$872K	Sell	32,998 -3,678	-10%	-$109K	0.06%	132
2021 Q1	$1.13M	Buy	36,676 +56	+0.2%	+$1.57K	0.09%	102
2020 Q4	$939K	Sell	36,620 -1,866	-5%	-$47.6K	0.08%	110
2020 Q3	$946K	Sell	38,486 -53	-0.1%	-$1.25K	0.09%	97
2020 Q2	$743K	Buy	38,539 +5,718	+17%	+$90.1K	0.08%	104
2020 Q1	$361K	Buy	+32,821	New	+$706K	0.05%	163

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Balasa Dinverno & Foltz's TMHC Position: Q3 2022 in Review

Balasa Dinverno & Foltz increased its Taylor Morrison (TMHC) stake by 25% in Q3 2022, buying an estimated $204K and bringing the position to 39,529 shares worth $922K. The position accounts for 0.06% of the portfolio, ranked #134.

Balasa Dinverno & Foltz first reported a position in TMHC in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.13M in Q1 2021. 285 funds tracked by Wall St. Rank hold TMHC as of Q3 2022.

Balasa Dinverno & Foltz held 39,529 shares of Taylor Morrison worth $922K as of Q3 2022.
Balasa Dinverno & Foltz bought 7,862 Taylor Morrison shares in Q3 2022, an estimated $204K.
Taylor Morrison made up 0.06% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #134 holding.
Balasa Dinverno & Foltz first reported a position in Taylor Morrison in Q1 2020 and has held it in 11 quarters since.
Balasa Dinverno & Foltz's Taylor Morrison position peaked at $1.13M in Q1 2021.
285 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.