CM
TMHC

Caption Management’s Taylor Morrison TMHC Stock Holding History

Caption 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
2022
Q4 		– Sell
-6,000
Closed -$140K – 1712
2022
Q3 		$140K Buy
+6,000
New +$156K ﹤0.01% 1290
2020
Q1 		– Sell
-35,000
Closed -$765K – 1074
2019
Q4 		$765K Buy
+35,000
New +$841K 0.03% 552

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Caption Management's TMHC Position: Q4 2022 in Review

Caption Management sold out of Taylor Morrison (TMHC) in Q4 2022, closing a stake of 6,000 shares — an estimated $140K sold.

Caption Management first reported a position in TMHC in Q4 2019 and held it in 2 quarters. The position peaked at $765K in Q4 2019. 302 funds tracked by Wall St. Rank hold TMHC as of Q4 2022.

  • Caption Management reported no remaining Taylor Morrison position as of Q4 2022 after selling out during the quarter.
  • Caption Management sold 6,000 Taylor Morrison shares in Q4 2022, an estimated $140K.
  • Caption Management first reported a position in Taylor Morrison in Q4 2019 and held it in 2 quarters.
  • Caption Management's Taylor Morrison position peaked at $765K in Q4 2019.
  • 302 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2022.

Based on Caption Management's 13F filing for Q4 2022, filed 14 Feb 2023.