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Carlson Capital’s Taylor Morrison TMHC Stock Holding History

Carlson Capital’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 		– Sell
-111,472
Closed -$5.95M – 149
2023
Q4 		$5.95M Buy
+111,472
New +$4.98M 0.48% 59
2021
Q4 		– Sell
-149,200
Closed -$3.85M – 189
2021
Q3 		$3.85M Buy
+149,200
New +$3.95M 0.2% 110
2020
Q4 		– Sell
-327,000
Closed -$8.04M – 199
2020
Q3 		$8.04M Buy
+327,000
New +$7.73M 0.23% 121
2018
Q2 		– Sell
-746,600
Closed -$17.4M – 304
2018
Q1 		$17.4M Buy
+746,600
New +$18.6M 0.26% 106

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

Carlson Capital's TMHC Position: Q1 2024 in Review

Carlson Capital sold out of Taylor Morrison (TMHC) in Q1 2024, closing a stake of 111,472 shares — an estimated $5.95M sold.

Carlson Capital first reported a position in TMHC in Q1 2018 and held it in 4 quarters. The position peaked at $17.4M in Q1 2018. 370 funds tracked by Wall St. Rank hold TMHC as of Q1 2024.

  • Carlson Capital reported no remaining Taylor Morrison position as of Q1 2024 after selling out during the quarter.
  • Carlson Capital sold 111,472 Taylor Morrison shares in Q1 2024, an estimated $5.95M.
  • Carlson Capital first reported a position in Taylor Morrison in Q1 2018 and held it in 4 quarters.
  • Carlson Capital's Taylor Morrison position peaked at $17.4M in Q1 2018.
  • 370 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2024.

Based on Carlson Capital's 13F filing for Q1 2024, filed 14 May 2024.