HR
TMHC

Howe & Rusling’s Taylor Morrison TMHC Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-124
Closed -$3K – 968
2022
Q3 		$3K Buy
124
+48
+63% +$1.25K ﹤0.01% 813
2022
Q2 		$2K Sell
76
-9
-11% -$238 ﹤0.01% 896
2022
Q1 		$2K Sell
85
-17
-17% -$517 ﹤0.01% 889
2021
Q4 		$4K Hold
102
– – ﹤0.01% 761
2021
Q3 		$3K Buy
102
+30
+42% +$794 ﹤0.01% 808
2021
Q2 		$2K Hold
72
– – ﹤0.01% 837
2021
Q1 		$2K Sell
72
-12
-14% -$337 ﹤0.01% 848
2020
Q4 		$2K Buy
+84
New +$2.14K ﹤0.01% 835

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Howe & Rusling's TMHC Position: Q4 2022 in Review

Howe & Rusling sold out of Taylor Morrison (TMHC) in Q4 2022, closing a stake of 124 shares — an estimated $3K sold.

Howe & Rusling first reported a position in TMHC in Q4 2020 and held it in 8 quarters. The position peaked at $4K in Q4 2021. 302 funds tracked by Wall St. Rank hold TMHC as of Q4 2022.

  • Howe & Rusling reported no remaining Taylor Morrison position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 124 Taylor Morrison shares in Q4 2022, an estimated $3K.
  • Howe & Rusling first reported a position in Taylor Morrison in Q4 2020 and held it in 8 quarters.
  • Howe & Rusling's Taylor Morrison position peaked at $4K in Q4 2021.
  • 302 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.