FEG
TMHC

Financial Enhancement Group’s Taylor Morrison TMHC Stock Holding History

Financial Enhancement Group’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
2025
Q1 		– Sell
-95,334
Closed -$5.84M – 126
2024
Q4 		$5.84M Buy
+95,334
New +$6.51M 0.89% 41
2024
Q3 		– Sell
-104,609
Closed -$6.83M – 142
2024
Q2 		$6.83M Sell
104,609
-379
-0.4% -$21.7K 1.1% 33
2024
Q1 		$5.96M Buy
104,988
+10,925
+12% +$602K 0.98% 39
2023
Q4 		$4.85M Buy
94,063
+2,188
+2% +$97.8K 0.85% 43
2023
Q3 		$3.76M Buy
91,875
+9,393
+11% +$442K 0.72% 47
2023
Q2 		$4.02M Buy
+82,482
New +$3.55M 0.74% 46

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Financial Enhancement Group's TMHC Position: Q1 2025 in Review

Financial Enhancement Group sold out of Taylor Morrison (TMHC) in Q1 2025, closing a stake of 95,334 shares — an estimated $5.84M sold.

Financial Enhancement Group first reported a position in TMHC in Q2 2023 and held it in 6 quarters. The position peaked at $6.83M in Q2 2024. 442 funds tracked by Wall St. Rank hold TMHC as of Q1 2025.

  • Financial Enhancement Group reported no remaining Taylor Morrison position as of Q1 2025 after selling out during the quarter.
  • Financial Enhancement Group sold 95,334 Taylor Morrison shares in Q1 2025, an estimated $5.84M.
  • Financial Enhancement Group first reported a position in Taylor Morrison in Q2 2023 and held it in 6 quarters.
  • Financial Enhancement Group's Taylor Morrison position peaked at $6.83M in Q2 2024.
  • 442 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2025.

Based on Financial Enhancement Group's 13F filing for Q1 2025, filed 23 Apr 2025.