BAM
TMHC

Belpointe Asset Management’s Taylor Morrison TMHC Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-3,454
Closed -$132K – 3126
2023
Q1 		$132K Buy
3,454
+3,350
+3,221% +$118K 0.01% 1157
2022
Q4 		$3.16K Buy
+104
New +$2.9K ﹤0.01% 3095

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Belpointe Asset Management's TMHC Position: Q2 2023 in Review

Belpointe Asset Management sold out of Taylor Morrison (TMHC) in Q2 2023, closing a stake of 3,454 shares — an estimated $132K sold.

Belpointe Asset Management first reported a position in TMHC in Q4 2022 and held it in 2 quarters. The position peaked at $132K in Q1 2023. 367 funds tracked by Wall St. Rank hold TMHC as of Q2 2023.

  • Belpointe Asset Management reported no remaining Taylor Morrison position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,454 Taylor Morrison shares in Q2 2023, an estimated $132K.
  • Belpointe Asset Management first reported a position in Taylor Morrison in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Taylor Morrison position peaked at $132K in Q1 2023.
  • 367 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.