Monarch Partners Asset Management’s Taylor Morrison TMHC Stock Holding History

Monarch Partners 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
2018 Q3	–	Sell	-57,501	Closed	-$1.2M	–	210
2018 Q2	$1.2M	Sell	57,501 -94,175	-62%	-$2.1M	0.11%	122
2018 Q1	$3.53M	Buy	151,676 +1,756	+1%	+$43.8K	0.33%	103
2017 Q4	$3.67M	Buy	149,920 +1,335	+0.9%	+$31.2K	0.34%	102
2017 Q3	$3.28M	Sell	148,585 -9,489	-6%	-$210K	0.32%	109
2017 Q2	$3.79M	Sell	158,074 -103,315	-40%	-$2.38M	0.38%	100
2017 Q1	$5.57M	Buy	+261,389	New	+$5.27M	0.56%	75

Other funds holding TMHC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Monarch Partners Asset Management's TMHC Position: Q3 2018 in Review

Monarch Partners Asset Management sold out of Taylor Morrison (TMHC) in Q3 2018, closing a stake of 57,501 shares — an estimated $1.2M sold.

Monarch Partners Asset Management first reported a position in TMHC in Q1 2017 and held it in 6 quarters. The position peaked at $5.57M in Q1 2017. 156 funds tracked by Wall St. Rank hold TMHC as of Q3 2018.

Monarch Partners Asset Management reported no remaining Taylor Morrison position as of Q3 2018 after selling out during the quarter.
Monarch Partners Asset Management sold 57,501 Taylor Morrison shares in Q3 2018, an estimated $1.2M.
Monarch Partners Asset Management first reported a position in Taylor Morrison in Q1 2017 and held it in 6 quarters.
Monarch Partners Asset Management's Taylor Morrison position peaked at $5.57M in Q1 2017.
156 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2018.

Based on Monarch Partners Asset Management's 13F filing for Q3 2018, filed 1 Nov 2018.