Capstone Investment Advisors
TMHC

Capstone Investment Advisors’s Taylor Morrison TMHC Stock Holding History

Capstone Investment Advisors’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
Q2 		– Sell
-11,139
Closed -$693K – 2472
2024
Q1 		$693K Sell
11,139
-5,308
-32% -$292K ﹤0.01% 1375
2023
Q4 		$877K Buy
16,447
+10,445
+174% +$467K ﹤0.01% 1108
2023
Q3 		$256K Buy
+6,002
New +$282K ﹤0.01% 1691
2017
Q4 		– Sell
-16,036
Closed -$353K – 657
2017
Q3 		$353K Buy
+16,036
New +$354K 0.01% 371
2016
Q4 		– Sell
-10,262
Closed -$180K – 1109
2016
Q3 		$180K Sell
10,262
-100
-1% -$1.69K ﹤0.01% 696
2016
Q2 		$153K Buy
+10,362
New +$152K ﹤0.01% 636

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capstone Investment Advisors's TMHC Position: Q2 2024 in Review

Capstone Investment Advisors sold out of Taylor Morrison (TMHC) in Q2 2024, closing a stake of 11,139 shares — an estimated $693K sold.

Capstone Investment Advisors first reported a position in TMHC in Q2 2016 and held it in 6 quarters. The position peaked at $877K in Q4 2023. 380 funds tracked by Wall St. Rank hold TMHC as of Q2 2024.

  • Capstone Investment Advisors reported no remaining Taylor Morrison position as of Q2 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 11,139 Taylor Morrison shares in Q2 2024, an estimated $693K.
  • Capstone Investment Advisors first reported a position in Taylor Morrison in Q2 2016 and held it in 6 quarters.
  • Capstone Investment Advisors's Taylor Morrison position peaked at $877K in Q4 2023.
  • 380 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.