First Trust Direct Indexing’s Taylor Morrison TMHC Stock Holding History

First Trust Direct Indexing’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
2024 Q4	–	Sell	-7,097	Closed	-$499K	–	836
2024 Q3	$499K	Sell	7,097 -47	-0.7%	-$3.01K	0.03%	549
2024 Q2	$396K	Buy	7,144 +626	+10%	+$35.8K	0.02%	569
2024 Q1	$405K	Sell	6,518 -40	-0.6%	-$2.2K	0.03%	531
2023 Q4	$350K	Sell	6,558 -47	-0.7%	-$2.1K	0.03%	539
2023 Q3	$281K	Sell	6,605 -71	-1%	-$3.34K	0.03%	534
2023 Q2	$326K	Sell	6,676 -212	-3%	-$9.13K	0.04%	526
2023 Q1	$264K	Sell	6,888 -118	-2%	-$4.15K	0.03%	575
2022 Q4	$213K	Buy	+7,006	New	+$195K	0.03%	610
2022 Q1	–	Sell	-7,318	Closed	-$256K	–	701
2021 Q4	$256K	Buy	+7,318	New	+$228K	0.03%	539
2021 Q1	–	Sell	-479	Closed	-$12K	–	937
2020 Q4	$12K	Buy	+479	New	+$12.2K	﹤0.01%	910

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Direct Indexing's TMHC Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Taylor Morrison (TMHC) in Q4 2024, closing a stake of 7,097 shares — an estimated $499K sold.

First Trust Direct Indexing first reported a position in TMHC in Q4 2020 and held it in 10 quarters. The position peaked at $499K in Q3 2024. 449 funds tracked by Wall St. Rank hold TMHC as of Q4 2024.

First Trust Direct Indexing reported no remaining Taylor Morrison position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 7,097 Taylor Morrison shares in Q4 2024, an estimated $499K.
First Trust Direct Indexing first reported a position in Taylor Morrison in Q4 2020 and held it in 10 quarters.
First Trust Direct Indexing's Taylor Morrison position peaked at $499K in Q3 2024.
449 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.