HA
TMHC

H2O AM’s Taylor Morrison TMHC Stock Holding History

H2O AM’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
2020
Q4 		$1K Sell
52
-624
-92% -$15.9K ﹤0.01% 89
2020
Q3 		$17K Hold
676
– – 0.03% 86
2020
Q2 		$13K Sell
676
-4,822
-88% -$76K 0.01% 132
2020
Q1 		$60K Sell
5,498
-95,395
-95% -$2.05M 0.05% 154
2019
Q4 		$2.21M Sell
100,893
-22,727
-18% -$546K 0.52% 46
2019
Q3 		$3.21M Sell
123,620
-40,120
-25% -$924K 0.55% 44
2019
Q2 		$3.43M Sell
163,740
-8,454
-5% -$168K 0.29% 68
2019
Q1 		$3.06M Buy
172,194
+40,036
+30% +$715K 0.38% 46
2018
Q4 		$2.37M Buy
+132,158
New +$2.16M 0.26% 52

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

H2O AM's TMHC Position: Q4 2020 in Review

H2O AM reduced its Taylor Morrison (TMHC) stake by 92% in Q4 2020, selling an estimated $15.9K and leaving 52 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #89.

H2O AM first reported a position in TMHC in Q4 2018 and has held it in 9 quarters since. The position peaked at $3.43M in Q2 2019. 272 funds tracked by Wall St. Rank hold TMHC as of Q4 2020.

  • H2O AM held 52 shares of Taylor Morrison worth $1K as of Q4 2020.
  • H2O AM sold 624 Taylor Morrison shares in Q4 2020, an estimated $15.9K.
  • Taylor Morrison made up ﹤0.01% of H2O AM's portfolio in Q4 2020, its #89 holding.
  • H2O AM first reported a position in Taylor Morrison in Q4 2018 and has held it in 9 quarters since.
  • H2O AM's Taylor Morrison position peaked at $3.43M in Q2 2019.
  • 272 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2020.

Based on H2O AM's 13F filing for Q4 2020, filed 12 Feb 2021.