Echo Street Capital Management’s Taylor Morrison TMHC Stock Holding History

Echo Street Capital Management’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	-7,171	Closed	-$350K	–	578
2023 Q2	$350K	Buy	+7,171	New	+$309K	﹤0.01%	351
2022 Q4	–	Sell	-17,958	Closed	-$419K	–	646
2022 Q3	$419K	Sell	17,958 -29,530	-62%	-$767K	﹤0.01%	320
2022 Q2	$1.11M	Buy	+47,488	New	+$1.26M	0.01%	156
2021 Q3	–	Sell	-26,427	Closed	-$698K	–	749
2021 Q2	$698K	Buy	26,427 +13,462	+104%	+$400K	0.01%	274
2021 Q1	$399K	Buy	+12,965	New	+$364K	﹤0.01%	361
2020 Q3	–	Sell	-30,095	Closed	-$581K	–	344
2020 Q2	$581K	Sell	30,095 -1,713,258	-98%	-$27M	0.01%	338
2020 Q1	$19.2M	Sell	1,743,353 -876,107	-33%	-$18.8M	0.41%	91
2019 Q4	$57.3M	Buy	2,619,460 +619,103	+31%	+$14.9M	0.88%	36
2019 Q3	$51.9M	Sell	2,000,357 -746,668	-27%	-$17.2M	0.88%	33
2019 Q2	$57.6M	Sell	2,747,025 -87,466	-3%	-$1.74M	1.02%	27
2019 Q1	$50.3M	Buy	2,834,491 +485,282	+21%	+$8.66M	0.99%	27
2018 Q4	$37.4M	Buy	2,349,209 +1,326,517	+130%	+$21.7M	0.94%	32
2018 Q3	$18.4M	Buy	+1,022,692	New	+$20.3M	0.41%	90

Other funds holding TMHC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Echo Street Capital Management's TMHC Position: Q3 2023 in Review

Echo Street Capital Management sold out of Taylor Morrison (TMHC) in Q3 2023, closing a stake of 7,171 shares — an estimated $350K sold.

Echo Street Capital Management first reported a position in TMHC in Q3 2018 and held it in 13 quarters. The position peaked at $57.6M in Q2 2019. 340 funds tracked by Wall St. Rank hold TMHC as of Q3 2023.

Echo Street Capital Management reported no remaining Taylor Morrison position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 7,171 Taylor Morrison shares in Q3 2023, an estimated $350K.
Echo Street Capital Management first reported a position in Taylor Morrison in Q3 2018 and held it in 13 quarters.
Echo Street Capital Management's Taylor Morrison position peaked at $57.6M in Q2 2019.
340 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.