KCM
TMHC

Kennedy Capital Management’s Taylor Morrison TMHC Stock Holding History

Kennedy Capital Management’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
2021
Q2 		– Sell
-345,515
Closed -$10.6M – 681
2021
Q1 		$10.6M Sell
345,515
-20,480
-6% -$575K 0.21% 158
2020
Q4 		$9.39M Sell
365,995
-25,251
-6% -$644K 0.21% 157
2020
Q3 		$9.62M Buy
391,246
+761
+0.2% +$18K 0.28% 100
2020
Q2 		$7.53M Buy
390,485
+37,850
+11% +$596K 0.22% 140
2020
Q1 		$3.88M Buy
352,635
+6,326
+2% +$136K 0.14% 271
2019
Q4 		$7.57M Buy
346,309
+6,134
+2% +$147K 0.19% 187
2019
Q3 		$8.82M Sell
340,175
-9,573
-3% -$221K 0.22% 140
2019
Q2 		$7.33M Buy
+349,748
New +$6.95M 0.17% 205

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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

Kennedy Capital Management's TMHC Position: Q2 2021 in Review

Kennedy Capital Management sold out of Taylor Morrison (TMHC) in Q2 2021, closing a stake of 345,515 shares — an estimated $10.6M sold.

Kennedy Capital Management first reported a position in TMHC in Q2 2019 and held it in 8 quarters. The position peaked at $10.6M in Q1 2021. 268 funds tracked by Wall St. Rank hold TMHC as of Q2 2021.

  • Kennedy Capital Management reported no remaining Taylor Morrison position as of Q2 2021 after selling out during the quarter.
  • Kennedy Capital Management sold 345,515 Taylor Morrison shares in Q2 2021, an estimated $10.6M.
  • Kennedy Capital Management first reported a position in Taylor Morrison in Q2 2019 and held it in 8 quarters.
  • Kennedy Capital Management's Taylor Morrison position peaked at $10.6M in Q1 2021.
  • 268 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2021.

Based on Kennedy Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.