MFS
TMHC

Mirabella Financial Services’s Taylor Morrison TMHC Stock Holding History

Mirabella Financial Services’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
Q2 		– Sell
-7,136
Closed -$444K – 689
2024
Q1 		$444K Buy
+7,136
New +$393K 0.03% 315
2023
Q3 		– Sell
-22,433
Closed -$1.09M – 621
2023
Q2 		$1.09M Buy
22,433
+15,870
+242% +$683K 0.12% 190
2023
Q1 		$251K Buy
+6,563
New +$231K 0.04% 319
2022
Q3 		– Sell
-8,629
Closed -$202K – 542
2022
Q2 		$202K Buy
+8,629
New +$229K 0.02% 424

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Mirabella Financial Services's TMHC Position: Q2 2024 in Review

Mirabella Financial Services sold out of Taylor Morrison (TMHC) in Q2 2024, closing a stake of 7,136 shares — an estimated $444K sold.

Mirabella Financial Services first reported a position in TMHC in Q2 2022 and held it in 4 quarters. The position peaked at $1.09M in Q2 2023. 380 funds tracked by Wall St. Rank hold TMHC as of Q2 2024.

  • Mirabella Financial Services reported no remaining Taylor Morrison position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 7,136 Taylor Morrison shares in Q2 2024, an estimated $444K.
  • Mirabella Financial Services first reported a position in Taylor Morrison in Q2 2022 and held it in 4 quarters.
  • Mirabella Financial Services's Taylor Morrison position peaked at $1.09M in Q2 2023.
  • 380 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.