Lee Financial’s Taylor Morrison TMHC Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-68	Closed	-$3.63K	–	753
2023 Q4	$3.63K	Hold	68	–	–	﹤0.01%	611
2023 Q3	$2.9K	Hold	68	–	–	﹤0.01%	605
2023 Q2	$3.32K	Hold	68	–	–	﹤0.01%	567
2023 Q1	$2.6K	Sell	68 -1,060	-94%	-$37.2K	﹤0.01%	623
2022 Q4	$34.2K	Buy	1,128 +68	+6%	+$1.9K	0.01%	281
2022 Q3	$25K	Hold	1,060	–	–	﹤0.01%	310
2022 Q2	$25K	Hold	1,060	–	–	﹤0.01%	310
2022 Q1	$29K	Hold	1,060	–	–	0.01%	290
2021 Q4	$37K	Hold	1,060	–	–	0.01%	287
2021 Q3	$27K	Hold	1,060	–	–	0.01%	295
2021 Q2	$28K	Hold	1,060	–	–	0.01%	280
2021 Q1	$33K	Hold	1,060	–	–	0.01%	259
2020 Q4	$27K	Hold	1,060	–	–	0.01%	257
2020 Q3	$26K	Buy	+1,060	New	+$25.1K	0.01%	287
2018 Q3	–	Sell	-200	Closed	-$4K	–	695
2018 Q2	$4K	Sell	200 -200	-50%	-$4.45K	﹤0.01%	661
2018 Q1	$9K	Buy	400 +200	+100%	+$4.99K	﹤0.01%	507
2017 Q4	$5K	Hold	200	–	–	﹤0.01%	427
2017 Q3	$4K	Hold	200	–	–	﹤0.01%	427
2017 Q2	$5K	Buy	+200	New	+$4.61K	﹤0.01%	402

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Lee Financial's TMHC Position: Q1 2024 in Review

Lee Financial sold out of Taylor Morrison (TMHC) in Q1 2024, closing a stake of 68 shares — an estimated $3.63K sold.

Lee Financial first reported a position in TMHC in Q2 2017 and held it in 19 quarters. The position peaked at $37K in Q4 2021. 370 funds tracked by Wall St. Rank hold TMHC as of Q1 2024.

Lee Financial reported no remaining Taylor Morrison position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 68 Taylor Morrison shares in Q1 2024, an estimated $3.63K.
Lee Financial first reported a position in Taylor Morrison in Q2 2017 and held it in 19 quarters.
Lee Financial's Taylor Morrison position peaked at $37K in Q4 2021.
370 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.