Bell Investment Advisors’s Taylor Morrison TMHC Stock Holding History

Bell Investment Advisors’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
2026 Q1	$14.1K	Buy	242 +16	+7%	+$1K	﹤0.01%	557
2025 Q4	$13.3K	Buy	226 +76	+51%	+$4.65K	﹤0.01%	584
2025 Q3	$9.9K	Hold	150	–	–	﹤0.01%	649
2025 Q2	$9.21K	Buy	150 +28	+23%	+$1.63K	﹤0.01%	707
2025 Q1	$7.33K	Hold	122	–	–	﹤0.01%	727
2024 Q4	$7.47K	Sell	122 -18	-13%	-$1.23K	﹤0.01%	729
2024 Q3	$9.84K	Hold	140	–	–	﹤0.01%	634
2024 Q2	$7.76K	Buy	140 +9	+7%	+$514	﹤0.01%	712
2024 Q1	$8.14K	Sell	131 -13	-9%	-$716	﹤0.01%	674
2023 Q4	$7.68K	Buy	144 +27	+23%	+$1.21K	﹤0.01%	660
2023 Q3	$4.99K	Buy	117 +79	+208%	+$3.72K	﹤0.01%	806
2023 Q2	$1.85K	Hold	38	–	–	﹤0.01%	1337
2023 Q1	$1.45K	Hold	38	–	–	﹤0.01%	1414
2022 Q4	$1.15K	Buy	38 +17	+81%	+$474	﹤0.01%	1517
2022 Q3	$0	Buy	+21	New	+$545	﹤0.01%	1953
2021 Q4	$3K	Sell	72 -20	-22%	-$624	﹤0.01%	1041
2021 Q3	$2K	Buy	+92	New	+$2.44K	﹤0.01%	1165

Other funds holding TMHC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return