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
2020 Q4	–	Sell	-45,000	Closed	-$1.11M	–	1242
2020 Q3	$1.11M	Buy	+45,000	New	+$1.06M	0.03%	592

Other funds holding TMHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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 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.