NewEdge Advisors’s Taylor Morrison TMHC Stock Holding History

NewEdge 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
2024 Q2	–	Sell	-11,784	Closed	-$733K	–	3998
2024 Q1	$733K	Sell	11,784 -2,779	-19%	-$153K	0.01%	1151
2023 Q4	$760K	Buy	14,563 +8,619	+145%	+$385K	0.01%	1071
2023 Q3	$253K	Buy	5,944 +256	+5%	+$12K	﹤0.01%	1509
2023 Q2	$277K	Buy	5,688 +250	+5%	+$10.8K	﹤0.01%	1485
2023 Q1	$208K	Buy	5,438 +5,358	+6,698%	+$188K	﹤0.01%	1528
2022 Q4	$1.73K	Buy	+80	New	+$2.23K	﹤0.01%	2879

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

NewEdge Advisors's TMHC Position: Q2 2024 in Review

NewEdge Advisors sold out of Taylor Morrison (TMHC) in Q2 2024, closing a stake of 11,784 shares — an estimated $733K sold.

NewEdge Advisors first reported a position in TMHC in Q4 2022 and held it in 6 quarters. The position peaked at $760K in Q4 2023. 380 funds tracked by Wall St. Rank hold TMHC as of Q2 2024.

NewEdge Advisors reported no remaining Taylor Morrison position as of Q2 2024 after selling out during the quarter.
NewEdge Advisors sold 11,784 Taylor Morrison shares in Q2 2024, an estimated $733K.
NewEdge Advisors first reported a position in Taylor Morrison in Q4 2022 and held it in 6 quarters.
NewEdge Advisors's Taylor Morrison position peaked at $760K in Q4 2023.
380 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.