MSFP
TMHC

Mark Sheptoff Financial Planning’s Taylor Morrison TMHC Stock Holding History

Mark Sheptoff Financial Planning’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
-100
Closed -$6.12K – 465
2024
Q4 		$6.12K Buy
+100
New +$6.83K ﹤0.01% 352

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Mark Sheptoff Financial Planning's TMHC Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of Taylor Morrison (TMHC) in Q1 2025, closing a stake of 100 shares — an estimated $6.12K sold.

Mark Sheptoff Financial Planning first reported a position in TMHC in Q4 2024 and held it in 1 quarter. The position peaked at $6.12K in Q4 2024. 442 funds tracked by Wall St. Rank hold TMHC as of Q1 2025.

  • Mark Sheptoff Financial Planning reported no remaining Taylor Morrison position as of Q1 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 Taylor Morrison shares in Q1 2025, an estimated $6.12K.
  • Mark Sheptoff Financial Planning first reported a position in Taylor Morrison in Q4 2024 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Taylor Morrison position peaked at $6.12K in Q4 2024.
  • 442 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.