EI
TMHC

Ellevest Inc’s Taylor Morrison TMHC Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-355
Closed -$13.6K – 1502
2023
Q1 		$13.6K Buy
355
+86
+32% +$3.02K ﹤0.01% 948
2022
Q4 		$8.16K Hold
269
– – ﹤0.01% 1077
2022
Q3 		$6K Buy
269
+46
+21% +$1.2K ﹤0.01% 1151
2022
Q2 		$5K Sell
223
-35
-14% -$927 ﹤0.01% 1027
2022
Q1 		$7K Sell
258
-15
-5% -$456 ﹤0.01% 960
2021
Q4 		$10K Buy
273
+15
+6% +$468 ﹤0.01% 867
2021
Q3 		$7K Buy
258
+40
+18% +$1.06K ﹤0.01% 900
2021
Q2 		$6K Hold
218
– – ﹤0.01% 872
2021
Q1 		$7K Hold
218
– – ﹤0.01% 851
2020
Q4 		$6K Hold
218
– – ﹤0.01% 822
2020
Q3 		$5K Sell
218
-9
-4% -$213 ﹤0.01% 774
2020
Q2 		$4K Buy
227
+215
+1,792% +$3.39K ﹤0.01% 795
2020
Q1 		$0 Buy
12
+9
+300% +$194 ﹤0.01% 1291
2019
Q4 		$0 Buy
+3
New +$72 ﹤0.01% 1051

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Ellevest Inc's TMHC Position: Q2 2023 in Review

Ellevest Inc sold out of Taylor Morrison (TMHC) in Q2 2023, closing a stake of 355 shares — an estimated $13.6K sold.

Ellevest Inc first reported a position in TMHC in Q4 2019 and held it in 14 quarters. The position peaked at $13.6K in Q1 2023. 367 funds tracked by Wall St. Rank hold TMHC as of Q2 2023.

  • Ellevest Inc reported no remaining Taylor Morrison position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 355 Taylor Morrison shares in Q2 2023, an estimated $13.6K.
  • Ellevest Inc first reported a position in Taylor Morrison in Q4 2019 and held it in 14 quarters.
  • Ellevest Inc's Taylor Morrison position peaked at $13.6K in Q1 2023.
  • 367 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.