CFGS
TMHC

Concourse Financial Group Securities’s Taylor Morrison TMHC Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-986
Closed -$65.2K – 1868
2024
Q4 		$65.2K Buy
986
+183
+23% +$12.5K ﹤0.01% 1100
2024
Q3 		$56.4K Buy
803
+35
+5% +$2.24K ﹤0.01% 1142
2024
Q2 		$42.6K Buy
768
+627
+445% +$35.8K ﹤0.01% 1243
2024
Q1 		$8.77K Buy
+141
New +$7.77K ﹤0.01% 1744

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Concourse Financial Group Securities's TMHC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Taylor Morrison (TMHC) in Q1 2025, closing a stake of 986 shares — an estimated $65.2K sold.

Concourse Financial Group Securities first reported a position in TMHC in Q1 2024 and held it in 4 quarters. The position peaked at $65.2K in Q4 2024. 442 funds tracked by Wall St. Rank hold TMHC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Taylor Morrison position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 986 Taylor Morrison shares in Q1 2025, an estimated $65.2K.
  • Concourse Financial Group Securities first reported a position in Taylor Morrison in Q1 2024 and held it in 4 quarters.
  • Concourse Financial Group Securities's Taylor Morrison position peaked at $65.2K in Q4 2024.
  • 442 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.