Kula Investments’s Taylor Morrison TMHC Stock Holding History

Kula Investments’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
2023 Q1	$262K	Sell	6,846 -745	-10%	-$26.2K	0.06%	497
2022 Q4	$230K	Buy	+7,591	New	+$212K	0.07%	479

Other funds holding TMHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSC

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Kula Investments's TMHC Position: Q1 2023 in Review

Kula Investments reduced its Taylor Morrison (TMHC) stake by 9.8% in Q1 2023, selling an estimated $26.2K and leaving 6,846 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #497.

Kula Investments first reported a position in TMHC in Q4 2022 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold TMHC as of Q1 2023.

Kula Investments held 6,846 shares of Taylor Morrison worth $262K as of Q1 2023.
Kula Investments sold 745 Taylor Morrison shares in Q1 2023, an estimated $26.2K.
Taylor Morrison made up 0.06% of Kula Investments's portfolio in Q1 2023, its #497 holding.
Kula Investments first reported a position in Taylor Morrison in Q4 2022 and has held it in 2 quarters since.
328 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.