Burney Company’s Taylor Morrison TMHC Stock Holding History

Burney Company’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 Q2	$5.26M	Sell	73,252 -77,075	-51%	-$4.9M	0.14%	125
2026 Q1	$8.76M	Sell	150,327 -80,131	-35%	-$5.01M	0.27%	61
2025 Q4	$13.6M	Sell	230,458 -4,043	-2%	-$247K	0.42%	47
2025 Q3	$15.5M	Buy	234,501 +862	+0.4%	+$56.7K	0.49%	46
2025 Q2	$14.4M	Buy	233,639 +2,303	+1%	+$134K	0.49%	48
2025 Q1	$13.9M	Buy	231,336 +27,310	+13%	+$1.7M	0.51%	49
2024 Q4	$12.5M	Sell	204,026 -4,808	-2%	-$328K	0.44%	58
2024 Q3	$14.7M	Sell	208,834 -72,181	-26%	-$4.62M	0.52%	47
2024 Q2	$15.6M	Buy	281,015 +10,853	+4%	+$620K	0.6%	38
2024 Q1	$16.8M	Buy	270,162 +30,431	+13%	+$1.68M	0.64%	33
2023 Q4	$12.8M	Buy	239,731 +344	+0.1%	+$15.4K	0.54%	43
2023 Q3	$10.2M	Sell	239,387 -2,533	-1%	-$119K	0.48%	54
2023 Q2	$11.8M	Buy	241,920 +8,154	+3%	+$351K	0.54%	44
2023 Q1	$8.94M	Sell	233,766 -727	-0.3%	-$25.5K	0.44%	59
2022 Q4	$7.12M	Sell	234,493 -31,260	-12%	-$871K	0.36%	76
2022 Q3	$6.2M	Sell	265,753 -10,248	-4%	-$266K	0.34%	85
2022 Q2	$6.45M	Sell	276,001 -68,334	-20%	-$1.81M	0.34%	87
2022 Q1	$9.37M	Sell	344,335 -21,335	-6%	-$649K	0.43%	62
2021 Q4	$12.8M	Sell	365,670 -7,084	-2%	-$221K	0.55%	51
2021 Q3	$9.61M	Sell	372,754 -19,828	-5%	-$525K	0.45%	63
2021 Q2	$10.4M	Sell	392,582 -442	-0.1%	-$13.1K	0.48%	58
2021 Q1	$12.1M	Buy	393,024 +12,859	+3%	+$361K	0.6%	44
2020 Q4	$9.75M	Sell	380,165 -13,881	-4%	-$354K	0.54%	53
2020 Q3	$9.69M	Sell	394,046 -48,126	-11%	-$1.14M	0.6%	38
2020 Q2	$8.53M	Buy	442,172 +78,575	+22%	+$1.24M	0.55%	47
2020 Q1	$4M	Buy	363,597 +9,879	+3%	+$212K	0.31%	99
2019 Q4	$7.73M	Buy	353,718 +21,946	+7%	+$527K	0.43%	79
2019 Q3	$8.61M	Buy	331,772 +29,300	+10%	+$675K	0.52%	65
2019 Q2	$6.34M	Buy	302,472 +130,111	+75%	+$2.59M	0.38%	87
2019 Q1	$3.06M	Buy	172,361 +161,661	+1,511%	+$2.89M	0.19%	160
2018 Q4	$170K	Sell	10,700 -25,610	-71%	-$418K	0.01%	425
2018 Q3	$655K	Buy	36,310 +210	+0.6%	+$4.17K	0.04%	296
2018 Q2	$750K	Buy	+36,100	New	+$804K	0.04%	280

Other funds holding TMHC

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CCM

Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Burney Company's TMHC Position: Q2 2026 in Review

Burney Company reduced its Taylor Morrison (TMHC) stake by 51% in Q2 2026, selling an estimated $4.9M and leaving 73,252 shares worth $5.26M. The position accounts for 0.14% of the portfolio, ranked #125.

Burney Company first reported a position in TMHC in Q2 2018 and has held it in 33 quarters since. The position peaked at $16.8M in Q1 2024. 89 funds tracked by Wall St. Rank hold TMHC as of Q2 2026.

Burney Company held 73,252 shares of Taylor Morrison worth $5.26M as of Q2 2026.
Burney Company sold 77,075 Taylor Morrison shares in Q2 2026, an estimated $4.9M.
Taylor Morrison made up 0.14% of Burney Company's portfolio in Q2 2026, its #125 holding.
Burney Company first reported a position in Taylor Morrison in Q2 2018 and has held it in 33 quarters since.
Burney Company's Taylor Morrison position peaked at $16.8M in Q1 2024.
89 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.