BPIH
TMHC

Broad Peak Investment Holdings’s Taylor Morrison TMHC Stock Holding History

Broad Peak Investment Holdings’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
2024
Q1 		$807K Sell
12,978
-8,300
-39% -$457K 0.15% 19
2023
Q4 		$1.14M Sell
21,278
-15,722
-42% -$703K 0.18% 18
2023
Q3 		$1.58M Hold
37,000
– – 0.19% 19
2023
Q2 		$1.8M Buy
+37,000
New +$1.59M 0.24% 18

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Broad Peak Investment Holdings's TMHC Position: Q1 2024 in Review

Broad Peak Investment Holdings reduced its Taylor Morrison (TMHC) stake by 39% in Q1 2024, selling an estimated $457K and leaving 12,978 shares worth $807K. The position accounts for 0.15% of the portfolio, ranked #19.

Broad Peak Investment Holdings first reported a position in TMHC in Q2 2023 and has held it in 4 quarters since. The position peaked at $1.8M in Q2 2023. 370 funds tracked by Wall St. Rank hold TMHC as of Q1 2024.

  • Broad Peak Investment Holdings held 12,978 shares of Taylor Morrison worth $807K as of Q1 2024.
  • Broad Peak Investment Holdings sold 8,300 Taylor Morrison shares in Q1 2024, an estimated $457K.
  • Taylor Morrison made up 0.15% of Broad Peak Investment Holdings's portfolio in Q1 2024, its #19 holding.
  • Broad Peak Investment Holdings first reported a position in Taylor Morrison in Q2 2023 and has held it in 4 quarters since.
  • Broad Peak Investment Holdings's Taylor Morrison position peaked at $1.8M in Q2 2023.
  • 370 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2024.

Based on Broad Peak Investment Holdings's 13F filing for Q1 2024, filed 1 May 2024.