Leuthold Group’s Taylor Morrison TMHC Stock Holding History

Leuthold Group’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	-78,001	Closed	-$4.77M	–	236
2024 Q4	$4.77M	Sell	78,001 -2,822	-3%	-$193K	0.57%	65
2024 Q3	$5.68M	Sell	80,823 -2,987	-4%	-$191K	0.63%	63
2024 Q2	$4.65M	Sell	83,810 -750	-0.9%	-$42.9K	0.54%	68
2024 Q1	$5.26M	Sell	84,560 -180	-0.2%	-$9.92K	0.59%	67
2023 Q4	$4.52M	Sell	84,740 -59	-0.1%	-$2.64K	0.57%	70
2023 Q3	$3.61M	Sell	84,799 -1,560	-2%	-$73.4K	0.51%	80
2023 Q2	$4.21M	Sell	86,359 -3,139	-4%	-$135K	0.55%	68
2023 Q1	$3.42M	Sell	89,498 -1,823	-2%	-$64K	0.45%	91
2022 Q4	$2.77M	Buy	+91,321	New	+$2.54M	0.37%	103
2018 Q3	–	Sell	-117,964	Closed	-$2.45M	–	211
2018 Q2	$2.45M	Sell	117,964 -27,844	-19%	-$620K	0.27%	130
2018 Q1	$3.39M	Sell	145,808 -21,136	-13%	-$527K	0.39%	101
2017 Q4	$4.08M	Sell	166,944 -4,962	-3%	-$116K	0.41%	97
2017 Q3	$3.79M	Sell	171,906 -2,086	-1%	-$46.1K	0.38%	112
2017 Q2	$4.18M	Buy	+173,992	New	+$4.01M	0.45%	89

Other funds holding TMHC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group

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