BWM
TMHC

BerganKDV Wealth Management’s Taylor Morrison TMHC Stock Holding History

BerganKDV 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
2020
Q1 		– Sell
-1,188
Closed -$26K – 1003
2019
Q4 		$26K Hold
1,188
– – ﹤0.01% 417
2019
Q3 		$31K Hold
1,188
– – 0.01% 383
2019
Q2 		$25K Sell
1,188
-500
-30% -$9.94K ﹤0.01% 402
2019
Q1 		$30K Hold
1,688
– – 0.01% 394
2018
Q4 		$27K Buy
1,688
+1,188
+238% +$19.4K 0.01% 366
2018
Q3 		$9K Hold
500
– – ﹤0.01% 509
2018
Q2 		$10K Buy
+500
New +$11.1K ﹤0.01% 509

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BerganKDV Wealth Management's TMHC Position: Q1 2020 in Review

BerganKDV Wealth Management sold out of Taylor Morrison (TMHC) in Q1 2020, closing a stake of 1,188 shares — an estimated $26K sold.

BerganKDV Wealth Management first reported a position in TMHC in Q2 2018 and held it in 7 quarters. The position peaked at $31K in Q3 2019. 242 funds tracked by Wall St. Rank hold TMHC as of Q1 2020.

  • BerganKDV Wealth Management reported no remaining Taylor Morrison position as of Q1 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,188 Taylor Morrison shares in Q1 2020, an estimated $26K.
  • BerganKDV Wealth Management first reported a position in Taylor Morrison in Q2 2018 and held it in 7 quarters.
  • BerganKDV Wealth Management's Taylor Morrison position peaked at $31K in Q3 2019.
  • 242 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2020.

Based on BerganKDV Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.