KI
TMHC

Kapitalo Investimentos’s Taylor Morrison TMHC Stock Holding History

Kapitalo Investimentos’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
2025
Q1 		– Sell
-4,049
Closed -$248K – 301
2024
Q4 		$248K Buy
+4,049
New +$276K 0.17% 65
2024
Q2 		– Sell
-3,717
Closed -$231K – 301
2024
Q1 		$231K Buy
3,717
+1,629
+78% +$89.7K 0.05% 229
2023
Q4 		$111K Sell
2,088
-4,558
-69% -$204K 0.02% 372
2023
Q3 		$283K Buy
6,646
+2,166
+48% +$102K 0.04% 203
2023
Q2 		$218K Buy
+4,480
New +$193K 0.04% 221

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Kapitalo Investimentos's TMHC Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Taylor Morrison (TMHC) in Q1 2025, closing a stake of 4,049 shares — an estimated $248K sold.

Kapitalo Investimentos first reported a position in TMHC in Q2 2023 and held it in 5 quarters. The position peaked at $283K in Q3 2023. 442 funds tracked by Wall St. Rank hold TMHC as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Taylor Morrison position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 4,049 Taylor Morrison shares in Q1 2025, an estimated $248K.
  • Kapitalo Investimentos first reported a position in Taylor Morrison in Q2 2023 and held it in 5 quarters.
  • Kapitalo Investimentos's Taylor Morrison position peaked at $283K in Q3 2023.
  • 442 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.