Blue Trust Inc’s Taylor Morrison TMHC Stock Holding History

Blue Trust Inc’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	$199K	Sell	3,425 -40	-1%	-$2.5K	﹤0.01%	766
2025 Q4	$204K	Sell	3,465 -97	-3%	-$5.93K	﹤0.01%	766
2025 Q3	$235K	Buy	3,562 +7	+0.2%	+$461	﹤0.01%	740
2025 Q2	$218K	Buy	3,555 +302	+9%	+$17.5K	﹤0.01%	737
2025 Q1	$195K	Buy	3,253 +120	+4%	+$7.47K	﹤0.01%	729
2024 Q4	$192K	Sell	3,133 -1,310	-29%	-$89.4K	﹤0.01%	674
2024 Q3	$246K	Buy	4,443 +136	+3%	+$8.71K	﹤0.01%	756
2024 Q2	$268K	Buy	4,307 +805	+23%	+$46K	﹤0.01%	599
2024 Q1	$218K	Buy	3,502 +248	+8%	+$13.7K	﹤0.01%	471
2023 Q4	$139K	Buy	3,254 +2,171	+200%	+$97.1K	﹤0.01%	564
2023 Q3	$53K	Buy	1,083 +1,056	+3,911%	+$49.7K	﹤0.01%	830
2023 Q2	$1K	Sell	27 -796	-97%	-$34.3K	﹤0.01%	1934
2023 Q1	$25K	Buy	823 +72	+10%	+$2.53K	﹤0.01%	1297
2022 Q4	$18K	Buy	751 +518	+222%	+$14.4K	﹤0.01%	1332
2022 Q3	$5K	Sell	233 -35	-13%	-$909	﹤0.01%	1584
2022 Q2	$7K	Buy	+268	New	+$7.1K	﹤0.01%	1347

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