NEI
TMHC

Northwest & Ethical Investments’s Taylor Morrison TMHC Stock Holding History

Northwest & Ethical Investments’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 		– Sell
-31,242
Closed -$805K – 444
2021
Q3 		$805K Sell
31,242
-1,826
-6% -$48.4K 0.03% 313
2021
Q2 		$874K Buy
+33,068
New +$982K 0.03% 319

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

Northwest & Ethical Investments's TMHC Position: Q4 2021 in Review

Northwest & Ethical Investments sold out of Taylor Morrison (TMHC) in Q4 2021, closing a stake of 31,242 shares — an estimated $805K sold.

Northwest & Ethical Investments first reported a position in TMHC in Q2 2021 and held it in 2 quarters. The position peaked at $874K in Q2 2021. 275 funds tracked by Wall St. Rank hold TMHC as of Q4 2021.

  • Northwest & Ethical Investments reported no remaining Taylor Morrison position as of Q4 2021 after selling out during the quarter.
  • Northwest & Ethical Investments sold 31,242 Taylor Morrison shares in Q4 2021, an estimated $805K.
  • Northwest & Ethical Investments first reported a position in Taylor Morrison in Q2 2021 and held it in 2 quarters.
  • Northwest & Ethical Investments's Taylor Morrison position peaked at $874K in Q2 2021.
  • 275 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2021.

Based on Northwest & Ethical Investments's 13F filing for Q4 2021, filed 9 Jul 2025.