Berman Capital Advisors’s Taylor Morrison TMHC Stock Holding History

Berman Capital 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
2021 Q3	$20K	Sell	788 -100	-11%	-$2.65K	﹤0.01%	990
2021 Q2	$23K	Buy	888 +62	+8%	+$1.84K	﹤0.01%	861
2021 Q1	$25K	Buy	826 +39	+5%	+$1.09K	0.01%	717
2020 Q4	$20K	Hold	787	–	–	﹤0.01%	676
2020 Q3	$19K	Hold	787	–	–	0.01%	607
2020 Q2	$15K	Buy	787 +662	+530%	+$10.4K	﹤0.01%	635
2020 Q1	$1K	Buy	125 +5	+4%	+$108	﹤0.01%	1371
2019 Q4	$2K	Hold	120	–	–	﹤0.01%	1248
2019 Q3	$3K	Hold	120	–	–	﹤0.01%	1110
2019 Q2	$2K	Hold	120	–	–	﹤0.01%	1234
2019 Q1	$2K	Buy	+120	New	+$2.14K	﹤0.01%	1127

Other funds holding TMHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Berman Capital Advisors's TMHC Position: Q3 2021 in Review

Berman Capital Advisors reduced its Taylor Morrison (TMHC) stake by 11% in Q3 2021, selling an estimated $2.65K and leaving 788 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Berman Capital Advisors first reported a position in TMHC in Q1 2019 and has held it in 11 quarters since. The position peaked at $25K in Q1 2021. 254 funds tracked by Wall St. Rank hold TMHC as of Q3 2021.

Berman Capital Advisors held 788 shares of Taylor Morrison worth $20K as of Q3 2021.
Berman Capital Advisors sold 100 Taylor Morrison shares in Q3 2021, an estimated $2.65K.
Taylor Morrison made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #990 holding.
Berman Capital Advisors first reported a position in Taylor Morrison in Q1 2019 and has held it in 11 quarters since.
Berman Capital Advisors's Taylor Morrison position peaked at $25K in Q1 2021.
254 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.