BPM
TMHC

Bowling Portfolio Management’s Taylor Morrison TMHC Stock Holding History

Bowling Portfolio 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
Q3 		– Sell
-40,945
Closed -$790K – 478
2020
Q2 		$790K Sell
40,945
-6,205
-13% -$97.8K 0.17% 160
2020
Q1 		$519K Sell
47,150
-5,544
-11% -$119K 0.13% 228
2019
Q4 		$1.15M Buy
52,694
+38,799
+279% +$933K 0.2% 154
2019
Q3 		$360K Buy
+13,895
New +$320K 0.06% 295
2018
Q3 		– Sell
-78,864
Closed -$1.64M – 373
2018
Q2 		$1.64M Buy
+78,864
New +$1.76M 0.23% 173
2018
Q1 		– Sell
-9,321
Closed -$228K – 407
2017
Q4 		$228K Hold
9,321
– – 0.03% 339
2017
Q3 		$206K Buy
+9,321
New +$206K 0.03% 347

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bowling Portfolio Management's TMHC Position: Q3 2020 in Review

Bowling Portfolio Management sold out of Taylor Morrison (TMHC) in Q3 2020, closing a stake of 40,945 shares — an estimated $790K sold.

Bowling Portfolio Management first reported a position in TMHC in Q3 2017 and held it in 7 quarters. The position peaked at $1.64M in Q2 2018. 265 funds tracked by Wall St. Rank hold TMHC as of Q3 2020.

  • Bowling Portfolio Management reported no remaining Taylor Morrison position as of Q3 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 40,945 Taylor Morrison shares in Q3 2020, an estimated $790K.
  • Bowling Portfolio Management first reported a position in Taylor Morrison in Q3 2017 and held it in 7 quarters.
  • Bowling Portfolio Management's Taylor Morrison position peaked at $1.64M in Q2 2018.
  • 265 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2020.

Based on Bowling Portfolio Management's 13F filing for Q3 2020, filed 15 Oct 2020.