Mutual Advisors’s Taylor Morrison TMHC Stock Holding History

Mutual 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
2023 Q2	–	Sell	-37,200	Closed	-$1.42M	–	1065
2023 Q1	$1.42M	Sell	37,200 -3,930	-10%	-$138K	0.06%	330
2022 Q4	$1.25M	Hold	41,130	–	–	0.06%	350
2022 Q3	$959K	Buy	41,130 +22,530	+121%	+$585K	0.05%	375
2022 Q2	$434K	Hold	18,600	–	–	0.03%	579
2022 Q1	$506K	Sell	18,600 -9,000	-33%	-$274K	0.03%	569
2021 Q4	$965K	Hold	27,600	–	–	0.05%	398
2021 Q3	$712K	Hold	27,600	–	–	0.04%	438
2021 Q2	$729K	Hold	27,600	–	–	0.04%	436
2021 Q1	$850K	Sell	27,600 -27,120	-50%	-$762K	0.06%	359
2020 Q4	$1.4M	Sell	54,720 -400	-0.7%	-$10.2K	0.1%	235
2020 Q3	$1.35M	Sell	55,120 -400	-0.7%	-$9.46K	0.12%	193
2020 Q2	$1.07M	Hold	55,520	–	–	0.11%	209
2020 Q1	$611K	Buy	55,520 +800	+1%	+$17.2K	0.08%	250
2019 Q4	$1.2M	Buy	54,720 +25,520	+87%	+$613K	0.13%	196
2019 Q3	$757K	Hold	29,200	–	–	0.1%	242
2019 Q2	$612K	Hold	29,200	–	–	0.08%	289
2019 Q1	$518K	Buy	29,200 +9,600	+49%	+$171K	0.08%	271
2018 Q4	$312K	Buy	+19,600	New	+$320K	0.06%	314

Other funds holding TMHC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

AllianceBernstein

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group

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