CastleKeep Investment Advisors
TMHC icon

CastleKeep Investment Advisors’s Taylor Morrison TMHC Stock Holding History

CastleKeep 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
-15,152
Closed -$942K – 113
2024
Q1 		$942K Sell
15,152
-5,263
-26% -$290K 0.68% 52
2023
Q4 		$1.09M Buy
+20,415
New +$913K 0.77% 45

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Vanguard Group
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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

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

CastleKeep Investment Advisors sold out of Taylor Morrison (TMHC) in Q2 2024, closing a stake of 15,152 shares — an estimated $942K sold.

CastleKeep Investment Advisors first reported a position in TMHC in Q4 2023 and held it in 2 quarters. The position peaked at $1.09M in Q4 2023. 380 funds tracked by Wall St. Rank hold TMHC as of Q2 2024.

  • CastleKeep Investment Advisors reported no remaining Taylor Morrison position as of Q2 2024 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 15,152 Taylor Morrison shares in Q2 2024, an estimated $942K.
  • CastleKeep Investment Advisors first reported a position in Taylor Morrison in Q4 2023 and held it in 2 quarters.
  • CastleKeep Investment Advisors's Taylor Morrison position peaked at $1.09M in Q4 2023.
  • 380 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2024.

Based on CastleKeep Investment Advisors's 13F filing for Q2 2024, filed 14 Feb 2025.