Bellecapital’s Taylor Morrison TMHC Stock Holding History

Bellecapital’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	-6,669	Closed	-$408K	–	159
2024 Q4	$408K	Sell	6,669 -3,367	-34%	-$230K	0.07%	93
2024 Q3	$705K	Sell	10,036 -6,142	-38%	-$393K	0.14%	74
2024 Q2	$897K	Hold	16,178	–	–	0.19%	73
2024 Q1	$1.01M	Hold	16,178	–	–	0.22%	70
2023 Q4	$863K	Hold	16,178	–	–	0.2%	72
2023 Q3	$689K	Hold	16,178	–	–	0.17%	84
2023 Q2	$789K	Hold	16,178	–	–	0.19%	80
2023 Q1	$619K	Buy	16,178 +445	+3%	+$15.6K	0.15%	95
2022 Q4	$477K	Sell	15,733 -445	-3%	-$12.4K	0.13%	107
2022 Q3	$377K	Sell	16,178 -9,964	-38%	-$259K	0.12%	121
2022 Q2	$611K	Sell	26,142 -300	-1%	-$7.95K	0.17%	93
2022 Q1	$720K	Hold	26,442	–	–	0.23%	84
2021 Q4	$924K	Buy	+26,442	New	+$825K	0.26%	73
2021 Q3	–	Sell	-13,788	Closed	-$364K	–	203
2021 Q2	$364K	Hold	13,788	–	–	0.11%	145
2021 Q1	$425K	Buy	+13,788	New	+$387K	0.13%	123

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

DSC

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

Bellecapital's TMHC Position: Q1 2025 in Review

Bellecapital sold out of Taylor Morrison (TMHC) in Q1 2025, closing a stake of 6,669 shares — an estimated $408K sold.

Bellecapital first reported a position in TMHC in Q1 2021 and held it in 15 quarters. The position peaked at $1.01M in Q1 2024. 442 funds tracked by Wall St. Rank hold TMHC as of Q1 2025.

Bellecapital reported no remaining Taylor Morrison position as of Q1 2025 after selling out during the quarter.
Bellecapital sold 6,669 Taylor Morrison shares in Q1 2025, an estimated $408K.
Bellecapital first reported a position in Taylor Morrison in Q1 2021 and held it in 15 quarters.
Bellecapital's Taylor Morrison position peaked at $1.01M in Q1 2024.
442 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2025.

Based on Bellecapital's 13F filing for Q1 2025, filed 16 Apr 2025.