Diversified Trust’s Taylor Morrison TMHC Stock Holding History

Diversified Trust’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
2026 Q1	–	Sell	-8,622	Closed	-$508K	–	1130
2025 Q4	$508K	Buy	8,622 +1,834	+27%	+$112K	0.01%	647
2025 Q3	$448K	Buy	+6,788	New	+$447K	0.01%	677
2025 Q2	–	Sell	-7,457	Closed	-$448K	–	1006
2025 Q1	$448K	Buy	+7,457	New	+$464K	0.01%	608
2024 Q1	–	Sell	-7,681	Closed	-$410K	–	928
2023 Q4	$410K	Buy	7,681 +307	+4%	+$13.7K	0.01%	558
2023 Q3	$314K	Sell	7,374 -6,094	-45%	-$287K	0.01%	604
2023 Q2	$657K	Buy	13,468 +7,664	+132%	+$330K	0.02%	384
2023 Q1	$222K	Buy	+5,804	New	+$204K	0.01%	724
2021 Q4	–	Sell	-8,804	Closed	-$227K	–	910
2021 Q3	$227K	Buy	+8,804	New	+$233K	0.01%	677

Other funds holding TMHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Diversified Trust's TMHC Position: Q1 2026 in Review

Diversified Trust sold out of Taylor Morrison (TMHC) in Q1 2026, closing a stake of 8,622 shares — an estimated $508K sold.

Diversified Trust first reported a position in TMHC in Q3 2021 and held it in 8 quarters. The position peaked at $657K in Q2 2023. 448 funds tracked by Wall St. Rank hold TMHC as of Q1 2026.

Diversified Trust reported no remaining Taylor Morrison position as of Q1 2026 after selling out during the quarter.
Diversified Trust sold 8,622 Taylor Morrison shares in Q1 2026, an estimated $508K.
Diversified Trust first reported a position in Taylor Morrison in Q3 2021 and held it in 8 quarters.
Diversified Trust's Taylor Morrison position peaked at $657K in Q2 2023.
448 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2026.

Based on Diversified Trust's 13F filing for Q1 2026, filed 16 Apr 2026.