NIP
TMHC

Nicholas Investment Partners’s Taylor Morrison TMHC Stock Holding History

Nicholas Investment Partners’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
Q4 		– Sell
-219,071
Closed -$9.33M – 209
2023
Q3 		$9.33M Sell
219,071
-566
-0.3% -$26.6K 0.7% 45
2023
Q2 		$10.7M Buy
219,637
+564
+0.3% +$24.3K 0.73% 41
2023
Q1 		$8.38M Buy
219,073
+89,132
+69% +$3.13M 0.64% 45
2022
Q4 		$3.94M Buy
129,941
+41,649
+47% +$1.16M 0.35% 89
2022
Q3 		$2.06M Buy
+88,292
New +$2.29M 0.19% 121

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Nicholas Investment Partners's TMHC Position: Q4 2023 in Review

Nicholas Investment Partners sold out of Taylor Morrison (TMHC) in Q4 2023, closing a stake of 219,071 shares — an estimated $9.33M sold.

Nicholas Investment Partners first reported a position in TMHC in Q3 2022 and held it in 5 quarters. The position peaked at $10.7M in Q2 2023. 367 funds tracked by Wall St. Rank hold TMHC as of Q4 2023.

  • Nicholas Investment Partners reported no remaining Taylor Morrison position as of Q4 2023 after selling out during the quarter.
  • Nicholas Investment Partners sold 219,071 Taylor Morrison shares in Q4 2023, an estimated $9.33M.
  • Nicholas Investment Partners first reported a position in Taylor Morrison in Q3 2022 and held it in 5 quarters.
  • Nicholas Investment Partners's Taylor Morrison position peaked at $10.7M in Q2 2023.
  • 367 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2023.

Based on Nicholas Investment Partners's 13F filing for Q4 2023, filed 8 Feb 2024.