HIA
TMHC

Harbor Investment Advisory’s Taylor Morrison TMHC Stock Holding History

Harbor Investment Advisory’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
2023
Q3 		– Sell
-2,461
Closed -$120K – 1340
2023
Q2 		$120K Hold
2,461
– – 0.02% 453
2023
Q1 		$94.2K Buy
2,461
+195
+9% +$6.85K 0.01% 508
2022
Q4 		$68.8K Hold
2,266
– – 0.01% 591
2022
Q3 		$53K Hold
2,266
– – 0.01% 679
2022
Q2 		$53K Hold
2,266
– – 0.01% 694
2022
Q1 		$62K Sell
2,266
-12,188
-84% -$371K 0.01% 687
2021
Q4 		$505K Sell
14,454
-367
-2% -$11.5K 0.06% 223
2021
Q3 		$382K Sell
14,821
-20
-0.1% -$530 0.05% 264
2021
Q2 		$392K Sell
14,841
-41
-0.3% -$1.22K 0.05% 261
2021
Q1 		$459K Sell
14,882
-55
-0.4% -$1.54K 0.07% 216
2020
Q4 		$383K Buy
14,937
+13,094
+710% +$334K 0.06% 223
2020
Q3 		$45K Buy
1,843
+1,055
+134% +$24.9K 0.01% 525
2020
Q2 		$15K Buy
788
+258
+49% +$4.07K ﹤0.01% 707
2020
Q1 		$6K Buy
+530
New +$11.4K ﹤0.01% 841

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Harbor Investment Advisory's TMHC Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Taylor Morrison (TMHC) in Q3 2023, closing a stake of 2,461 shares — an estimated $120K sold.

Harbor Investment Advisory first reported a position in TMHC in Q1 2020 and held it in 14 quarters. The position peaked at $505K in Q4 2021. 340 funds tracked by Wall St. Rank hold TMHC as of Q3 2023.

  • Harbor Investment Advisory reported no remaining Taylor Morrison position as of Q3 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 2,461 Taylor Morrison shares in Q3 2023, an estimated $120K.
  • Harbor Investment Advisory first reported a position in Taylor Morrison in Q1 2020 and held it in 14 quarters.
  • Harbor Investment Advisory's Taylor Morrison position peaked at $505K in Q4 2021.
  • 340 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.