Glassman Wealth Services’s Taylor Morrison TMHC Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-57	Closed	-$3.04K	–	1660
2023 Q4	$3.04K	Buy	57 +27	+90%	+$1.21K	﹤0.01%	1221
2023 Q3	$1.28K	Hold	30	–	–	﹤0.01%	1476
2023 Q2	$1.46K	Hold	30	–	–	﹤0.01%	1337
2023 Q1	$1.15K	Buy	30 +12	+67%	+$422	﹤0.01%	1387
2022 Q4	$546	Hold	18	–	–	﹤0.01%	1607
2022 Q3	$0	Hold	18	–	–	﹤0.01%	1980
2022 Q2	$0	Sell	18 -43	-70%	-$1.14K	﹤0.01%	1997
2022 Q1	$2K	Sell	61 -12	-16%	-$365	﹤0.01%	1271
2021 Q4	$3K	Buy	73 +12	+20%	+$375	﹤0.01%	1139
2021 Q3	$2K	Buy	61 +43	+239%	+$1.14K	﹤0.01%	1225
2021 Q2	$0	Hold	18	–	–	﹤0.01%	1651
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	1330
2020 Q4	$0	Hold	18	–	–	﹤0.01%	1515
2020 Q3	$0	Hold	18	–	–	﹤0.01%	1496
2020 Q2	$0	Buy	+18	New	+$284	﹤0.01%	1531

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Glassman Wealth Services's TMHC Position: Q1 2024 in Review

Glassman Wealth Services sold out of Taylor Morrison (TMHC) in Q1 2024, closing a stake of 57 shares — an estimated $3.04K sold.

Glassman Wealth Services first reported a position in TMHC in Q2 2020 and held it in 15 quarters. The position peaked at $3.04K in Q4 2023. 370 funds tracked by Wall St. Rank hold TMHC as of Q1 2024.

Glassman Wealth Services reported no remaining Taylor Morrison position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 57 Taylor Morrison shares in Q1 2024, an estimated $3.04K.
Glassman Wealth Services first reported a position in Taylor Morrison in Q2 2020 and held it in 15 quarters.
Glassman Wealth Services's Taylor Morrison position peaked at $3.04K in Q4 2023.
370 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.