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Next Financial Group’s Taylor Morrison TMHC Stock Holding History

Next Financial Group’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
2021
Q4 		$1K Buy
41
+13
+46% +$406 ﹤0.01% 2808
2021
Q3 		$1K Buy
+28
New +$741 ﹤0.01% 2686

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Macquarie Group
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

Next Financial Group's TMHC Position: Q4 2021 in Review

Next Financial Group increased its Taylor Morrison (TMHC) stake by 46% in Q4 2021, buying an estimated $406 and bringing the position to 41 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2808.

Next Financial Group first reported a position in TMHC in Q3 2021 and has held it in 2 quarters since. 275 funds tracked by Wall St. Rank hold TMHC as of Q4 2021.

  • Next Financial Group held 41 shares of Taylor Morrison worth $1K as of Q4 2021.
  • Next Financial Group bought 13 Taylor Morrison shares in Q4 2021, an estimated $406.
  • Taylor Morrison made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2808 holding.
  • Next Financial Group first reported a position in Taylor Morrison in Q3 2021 and has held it in 2 quarters since.
  • 275 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.