IAA
TMHC

Independent Advisor Alliance’s Taylor Morrison TMHC Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-10,038
Closed -$219K – 813
2019
Q4 		$219K Sell
10,038
-608
-6% -$14.6K 0.01% 795
2019
Q3 		$276K Buy
+10,646
New +$245K 0.03% 356

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Advisor Alliance's TMHC Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Taylor Morrison (TMHC) in Q1 2020, closing a stake of 10,038 shares — an estimated $219K sold.

Independent Advisor Alliance first reported a position in TMHC in Q3 2019 and held it in 2 quarters. The position peaked at $276K in Q3 2019. 242 funds tracked by Wall St. Rank hold TMHC as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Taylor Morrison position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,038 Taylor Morrison shares in Q1 2020, an estimated $219K.
  • Independent Advisor Alliance first reported a position in Taylor Morrison in Q3 2019 and held it in 2 quarters.
  • Independent Advisor Alliance's Taylor Morrison position peaked at $276K in Q3 2019.
  • 242 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.