Bollard Group’s Taylor Morrison TMHC Stock Holding History

Bollard Group’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 Q4	–	Sell	-165	Closed	-$7K	–	367
2023 Q3	$7K	Hold	165	–	–	﹤0.01%	283
2023 Q2	$8K	Buy	+165	New	+$7.1K	﹤0.01%	327

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Bollard Group's TMHC Position: Q4 2023 in Review

Bollard Group sold out of Taylor Morrison (TMHC) in Q4 2023, closing a stake of 165 shares — an estimated $7K sold.

Bollard Group first reported a position in TMHC in Q2 2023 and held it in 2 quarters. The position peaked at $8K in Q2 2023. 367 funds tracked by Wall St. Rank hold TMHC as of Q4 2023.

Bollard Group reported no remaining Taylor Morrison position as of Q4 2023 after selling out during the quarter.
Bollard Group sold 165 Taylor Morrison shares in Q4 2023, an estimated $7K.
Bollard Group first reported a position in Taylor Morrison in Q2 2023 and held it in 2 quarters.
Bollard Group's Taylor Morrison position peaked at $8K in Q2 2023.
367 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2023.

Based on Bollard Group's 13F filing for Q4 2023, filed 13 Feb 2024.