DZ Bank
TMHC

DZ Bank’s Taylor Morrison TMHC Stock Holding History

DZ Bank’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
Q4 		– Sell
-2,397
Closed -$102K – 1042
2023
Q3 		$102K Sell
2,397
-33,636
-93% -$1.58M ﹤0.01% 891
2023
Q2 		$1.76M Sell
36,033
-59,717
-62% -$2.57M ﹤0.01% 593
2023
Q1 		$3.66M Sell
95,750
-17,192
-15% -$604K 0.01% 497
2022
Q4 		$3.43M Sell
112,942
-66,236
-37% -$1.85M 0.01% 504
2022
Q3 		$4.18M Sell
179,178
-1,375
-0.8% -$35.7K 0.01% 450
2022
Q2 		$4.22M Buy
180,553
+162,137
+880% +$4.29M 0.01% 481
2022
Q1 		$501K Buy
+18,416
New +$560K ﹤0.01% 799
2020
Q3 		– Sell
-57,371
Closed -$1.11M – 872
2020
Q2 		$1.11M Hold
57,371
– – ﹤0.01% 519
2020
Q1 		$631K Buy
+57,371
New +$1.23M ﹤0.01% 546
2017
Q3 		– Sell
-3,175
Closed -$76K – 945
2017
Q2 		$76K Buy
+3,175
New +$73.1K ﹤0.01% 813

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DZ Bank's TMHC Position: Q4 2023 in Review

DZ Bank sold out of Taylor Morrison (TMHC) in Q4 2023, closing a stake of 2,397 shares — an estimated $102K sold.

DZ Bank first reported a position in TMHC in Q2 2017 and held it in 10 quarters. The position peaked at $4.22M in Q2 2022. 367 funds tracked by Wall St. Rank hold TMHC as of Q4 2023.

  • DZ Bank reported no remaining Taylor Morrison position as of Q4 2023 after selling out during the quarter.
  • DZ Bank sold 2,397 Taylor Morrison shares in Q4 2023, an estimated $102K.
  • DZ Bank first reported a position in Taylor Morrison in Q2 2017 and held it in 10 quarters.
  • DZ Bank's Taylor Morrison position peaked at $4.22M in Q2 2022.
  • 367 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2023.

Based on DZ Bank's 13F filing for Q4 2023, filed 14 Feb 2024.