McCarthy Asset Management’s Taylor Morrison TMHC Stock Holding History

McCarthy Asset Management’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
2022 Q2	–	Sell	-480	Closed	-$13K	–	259
2022 Q1	$13K	Buy	480 +33	+7%	+$1K	0.01%	161
2021 Q4	$16K	Buy	447 +80	+22%	+$2.5K	0.01%	151
2021 Q3	$9K	Hold	367	–	–	0.01%	175
2021 Q2	$10K	Hold	367	–	–	0.01%	201
2021 Q1	$11K	Hold	367	–	–	0.01%	179
2020 Q4	$9K	Buy	+367	New	+$9.36K	0.01%	178

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

DSC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

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

McCarthy Asset Management's TMHC Position: Q2 2022 in Review

McCarthy Asset Management sold out of Taylor Morrison (TMHC) in Q2 2022, closing a stake of 480 shares — an estimated $13K sold.

McCarthy Asset Management first reported a position in TMHC in Q4 2020 and held it in 6 quarters. The position peaked at $16K in Q4 2021. 279 funds tracked by Wall St. Rank hold TMHC as of Q2 2022.

McCarthy Asset Management reported no remaining Taylor Morrison position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 480 Taylor Morrison shares in Q2 2022, an estimated $13K.
McCarthy Asset Management first reported a position in Taylor Morrison in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Taylor Morrison position peaked at $16K in Q4 2021.
279 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.