IndexIQ Advisors’s Taylor Morrison TMHC Stock Holding History

IndexIQ Advisors’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 Q1	$372K	Buy	+13,665	New	+$416K	0.01%	926
2021 Q1	–	Sell	-19,041	Closed	-$488K	–	1311
2020 Q4	$488K	Buy	19,041 +1,966	+12%	+$50.1K	0.02%	401
2020 Q3	$420K	Buy	17,075 +927	+6%	+$21.9K	0.02%	311
2020 Q2	$311K	Sell	16,148 -422	-3%	-$6.65K	0.01%	327
2020 Q1	$182K	Sell	16,570 -29,127	-64%	-$626K	0.01%	635
2019 Q4	$999K	Sell	45,697 -14,504	-24%	-$349K	0.04%	267
2019 Q3	$1.56M	Sell	60,201 -11,278	-16%	-$260K	0.06%	200
2019 Q2	$1.5M	Sell	71,479 -15,526	-18%	-$309K	0.05%	228
2019 Q1	$1.54M	Sell	87,005 -3,280	-4%	-$58.6K	0.05%	368
2018 Q4	$1.44M	Sell	90,285 -7,363	-8%	-$120K	0.04%	342
2018 Q3	$1.76M	Buy	97,648 +3,689	+4%	+$73.3K	0.06%	370
2018 Q2	$1.95M	Buy	93,959 +8,473	+10%	+$189K	0.06%	374
2018 Q1	$1.99M	Buy	85,486 +19,400	+29%	+$484K	0.06%	363
2017 Q4	$1.62M	Buy	66,086 +25,433	+63%	+$595K	0.06%	214
2017 Q3	$896K	Buy	40,653 +18,460	+83%	+$408K	0.04%	300
2017 Q2	$533K	Buy	+22,193	New	+$511K	0.03%	244

Other funds holding TMHC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return

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

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Principal Financial Group

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