JIR
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James Investment Research’s Taylor Morrison TMHC Stock Holding History

James Investment Research’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 		– Sell
-226
Closed -$8K – 544
2021
Q4 		$8K Buy
+226
New +$7.05K ﹤0.01% 461
2019
Q4 		– Sell
-13,055
Closed -$339K – 556
2019
Q3 		$339K Hold
13,055
– – 0.02% 253
2019
Q2 		$274K Sell
13,055
-26,720
-67% -$531K 0.02% 288
2019
Q1 		$706K Sell
39,775
-23,125
-37% -$413K 0.05% 305
2018
Q4 		$1M Buy
+62,900
New +$1.03M 0.06% 373
2017
Q4 		– Sell
-73,600
Closed -$1.62M – 850
2017
Q3 		$1.62M Buy
+73,600
New +$1.63M 0.05% 383

Other funds holding TMHC

BlackRock
BlackRock New York $5.7T 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
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
AMH
Apollo Management Holdings New York $5.99B AUM 23.97% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return