CIP
TMHC

Chartwell Investment Partners’s Taylor Morrison TMHC Stock Holding History

Chartwell Investment Partners’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
Q2 		– Sell
-38,134
Closed -$1.04M – 438
2022
Q1 		$1.04M Buy
38,134
+1,596
+4% +$48.6K 0.03% 378
2021
Q4 		$1.28M Sell
36,538
-534
-1% -$16.7K 0.04% 361
2021
Q3 		$956K Hold
37,072
– – 0.03% 380
2021
Q2 		$979K Buy
37,072
+328
+0.9% +$9.74K 0.03% 379
2021
Q1 		$1.13M Sell
36,744
-1,974
-5% -$55.4K 0.03% 356
2020
Q4 		$993K Sell
38,718
-20,819
-35% -$531K 0.03% 362
2020
Q3 		$1.46M Buy
+59,537
New +$1.41M 0.05% 311

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
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
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Chartwell Investment Partners's TMHC Position: Q2 2022 in Review

Chartwell Investment Partners sold out of Taylor Morrison (TMHC) in Q2 2022, closing a stake of 38,134 shares — an estimated $1.04M sold.

Chartwell Investment Partners first reported a position in TMHC in Q3 2020 and held it in 7 quarters. The position peaked at $1.46M in Q3 2020. 279 funds tracked by Wall St. Rank hold TMHC as of Q2 2022.

  • Chartwell Investment Partners reported no remaining Taylor Morrison position as of Q2 2022 after selling out during the quarter.
  • Chartwell Investment Partners sold 38,134 Taylor Morrison shares in Q2 2022, an estimated $1.04M.
  • Chartwell Investment Partners first reported a position in Taylor Morrison in Q3 2020 and held it in 7 quarters.
  • Chartwell Investment Partners's Taylor Morrison position peaked at $1.46M in Q3 2020.
  • 279 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2022.

Based on Chartwell Investment Partners's 13F filing for Q2 2022, filed 1 Aug 2022.