LWCFA
TMHC

Loring Wolcott & Coolidge Fiduciary Advisors’s Taylor Morrison TMHC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q3 		– Sell
-217
Closed -$6K – 925
2021
Q2 		$6K Buy
+217
New +$6.45K ﹤0.01% 728

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TMHC Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Taylor Morrison (TMHC) in Q3 2021, closing a stake of 217 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TMHC in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 254 funds tracked by Wall St. Rank hold TMHC as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Taylor Morrison position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 217 Taylor Morrison shares in Q3 2021, an estimated $6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Taylor Morrison in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Taylor Morrison position peaked at $6K in Q2 2021.
  • 254 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.