FFG
TMHC

Fortem Financial Group’s Taylor Morrison TMHC Stock Holding History

Fortem Financial 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
2021
Q1 		– Sell
-2,766
Closed -$71K – 414
2020
Q4 		$71K Buy
+2,766
New +$70.5K 0.04% 209
2020
Q3 		– Sell
-11,131
Closed -$215K – 157
2020
Q2 		$215K Buy
+11,131
New +$175K 0.17% 111
2019
Q2 		– Sell
-10,340
Closed -$184K – 160
2019
Q1 		$184K Buy
10,340
+57
+0.6% +$1.02K 0.19% 124
2018
Q4 		$163K Buy
+10,283
New +$168K 0.2% 113

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fortem Financial Group's TMHC Position: Q1 2021 in Review

Fortem Financial Group sold out of Taylor Morrison (TMHC) in Q1 2021, closing a stake of 2,766 shares — an estimated $71K sold.

Fortem Financial Group first reported a position in TMHC in Q4 2018 and held it in 4 quarters. The position peaked at $215K in Q2 2020. 266 funds tracked by Wall St. Rank hold TMHC as of Q1 2021.

  • Fortem Financial Group reported no remaining Taylor Morrison position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 2,766 Taylor Morrison shares in Q1 2021, an estimated $71K.
  • Fortem Financial Group first reported a position in Taylor Morrison in Q4 2018 and held it in 4 quarters.
  • Fortem Financial Group's Taylor Morrison position peaked at $215K in Q2 2020.
  • 266 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.