BCWM
TMHC

Bartlett & Co Wealth Management’s Taylor Morrison TMHC Stock Holding History

Bartlett & Co Wealth Management’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
2021
Q3 		– Sell
-7
Closed -$185 – 1068
2021
Q2 		$185 Hold
7
– – ﹤0.01% 1058
2021
Q1 		$216 Hold
7
– – ﹤0.01% 1091
2020
Q4 		$180 Buy
+7
New +$178 ﹤0.01% 1193

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bartlett & Co Wealth Management's TMHC Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of Taylor Morrison (TMHC) in Q3 2021, closing a stake of 7 shares — an estimated $185 sold.

Bartlett & Co Wealth Management first reported a position in TMHC in Q4 2020 and held it in 3 quarters. The position peaked at $216 in Q1 2021. 254 funds tracked by Wall St. Rank hold TMHC as of Q3 2021.

  • Bartlett & Co Wealth Management reported no remaining Taylor Morrison position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 7 Taylor Morrison shares in Q3 2021, an estimated $185.
  • Bartlett & Co Wealth Management first reported a position in Taylor Morrison in Q4 2020 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Taylor Morrison position peaked at $216 in Q1 2021.
  • 254 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.