CLM
TMHC

ClearBridge LLC (Maryland)’s Taylor Morrison TMHC Stock Holding History

ClearBridge LLC (Maryland)’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
2017
Q1 		– Sell
-514,548
Closed -$9.91M – 195
2016
Q4 		$9.91M Buy
514,548
+93,570
+22% +$1.76M 0.22% 92
2016
Q3 		$7.41M Hold
420,978
– – 0.14% 101
2016
Q2 		$6.25M Buy
420,978
+22,440
+6% +$330K 0.12% 111
2016
Q1 		$5.63M Sell
398,538
-682
-0.2% -$9.03K 0.11% 113
2015
Q4 		$6.39M Buy
399,220
+14,510
+4% +$256K 0.12% 104
2015
Q3 		$7.18M Buy
384,710
+39,330
+11% +$777K 0.15% 94
2015
Q2 		$7.03M Hold
345,380
– – 0.13% 93
2015
Q1 		$7.2M Buy
345,380
+580
+0.2% +$10.8K 0.13% 98
2014
Q4 		$6.51M Hold
344,800
– – 0.11% 105
2014
Q3 		$5.59M Hold
344,800
– – 0.1% 108
2014
Q2 		$7.73M Buy
344,800
+160
+0% +$3.46K 0.14% 100
2014
Q1 		$8.1M Hold
344,640
– – 0.15% 89
2013
Q4 		$7.74M Buy
344,640
+51,470
+18% +$1.11M 0.15% 94
2013
Q3 		$6.64M Hold
293,170
– – 0.14% 94
2013
Q2 		$7.15M Buy
+293,170
New +$7.4M 0.13% 112

Other funds holding TMHC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

ClearBridge LLC (Maryland)'s TMHC Position: Q1 2017 in Review

ClearBridge LLC (Maryland) sold out of Taylor Morrison (TMHC) in Q1 2017, closing a stake of 514,548 shares — an estimated $9.91M sold.

ClearBridge LLC (Maryland) first reported a position in TMHC in Q2 2013 and held it in 15 quarters. The position peaked at $9.91M in Q4 2016. 152 funds tracked by Wall St. Rank hold TMHC as of Q1 2017.

  • ClearBridge LLC (Maryland) reported no remaining Taylor Morrison position as of Q1 2017 after selling out during the quarter.
  • ClearBridge LLC (Maryland) sold 514,548 Taylor Morrison shares in Q1 2017, an estimated $9.91M.
  • ClearBridge LLC (Maryland) first reported a position in Taylor Morrison in Q2 2013 and held it in 15 quarters.
  • ClearBridge LLC (Maryland)'s Taylor Morrison position peaked at $9.91M in Q4 2016.
  • 152 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2017.

Based on ClearBridge LLC (Maryland)'s 13F filing for Q1 2017, filed 15 May 2017.