DI
TMHC

Disciplined Investments’s Taylor Morrison TMHC Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-34
Closed -$1.66K – 1403
2023
Q2 		$1.66K Hold
34
– – ﹤0.01% 739
2023
Q1 		$1.3K Buy
34
+3
+10% +$105 ﹤0.01% 852
2022
Q4 		$941 Buy
31
+15
+94% +$418 ﹤0.01% 932
2022
Q3 		$0 Sell
16
-18
-53% -$467 ﹤0.01% 1613
2022
Q2 		$1K Buy
34
+5
+17% +$132 ﹤0.01% 1127
2022
Q1 		$1K Buy
+29
New +$882 ﹤0.01% 1193

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Disciplined Investments's TMHC Position: Q3 2023 in Review

Disciplined Investments sold out of Taylor Morrison (TMHC) in Q3 2023, closing a stake of 34 shares — an estimated $1.66K sold.

Disciplined Investments first reported a position in TMHC in Q1 2022 and held it in 6 quarters. The position peaked at $1.66K in Q2 2023. 340 funds tracked by Wall St. Rank hold TMHC as of Q3 2023.

  • Disciplined Investments reported no remaining Taylor Morrison position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 34 Taylor Morrison shares in Q3 2023, an estimated $1.66K.
  • Disciplined Investments first reported a position in Taylor Morrison in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Taylor Morrison position peaked at $1.66K in Q2 2023.
  • 340 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.