NIMC
TMHC

NWQ Investment Management Company’s Taylor Morrison TMHC Stock Holding History

NWQ Investment Management Company’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
2020
Q3 		$8.88M Sell
361,209
-79,534
-18% -$1.88M 0.4% 79
2020
Q2 		$8.5K Sell
440,743
-439,868
-50% -$6.93M 0.28% 85
2020
Q1 		$9.69M Sell
880,611
-292,388
-25% -$6.29M 0.39% 87
2019
Q4 		$25.6M Sell
1,172,999
-464,688
-28% -$11.2M 0.64% 62
2019
Q3 		$42.5M Sell
1,637,687
-546,281
-25% -$12.6M 1.03% 29
2019
Q2 		$45.8M Sell
2,183,968
-141,216
-6% -$2.81M 1.03% 26
2019
Q1 		$41.3M Sell
2,325,184
-476,800
-17% -$8.51M 0.9% 42
2018
Q4 		$44.6M Sell
2,801,984
-68,794
-2% -$1.12M 1.05% 27
2018
Q3 		$46.6M Buy
2,870,778
+73,305
+3% +$1.46M 0.92% 41
2018
Q2 		$58.1M Buy
2,797,473
+934,901
+50% +$20.8M 1.05% 26
2018
Q1 		$43.4M Sell
1,862,572
-280,807
-13% -$7M 0.7% 62
2017
Q4 		$52.4M Sell
2,143,379
-86,553
-4% -$2.03M 0.68% 53
2017
Q3 		$49.2M Buy
2,229,932
+52,934
+2% +$1.17M 0.6% 58
2017
Q2 		$52.3M Sell
2,176,998
-694,459
-24% -$16M 0.72% 55
2017
Q1 		$61.2M Sell
2,871,457
-153,485
-5% -$3.09M 0.81% 50
2016
Q4 		$58.3M Sell
3,024,942
-562,284
-16% -$10.6M 0.79% 50
2016
Q3 		$63.1M Sell
3,587,226
-85,213
-2% -$1.44M 0.92% 44
2016
Q2 		$54.5M Buy
3,672,439
+63,424
+2% +$933K 0.94% 41
2016
Q1 		$51M Buy
3,609,015
+214,233
+6% +$2.83M 0.79% 58
2015
Q4 		$54.3M Buy
3,394,782
+1,090,054
+47% +$19.2M 0.84% 54
2015
Q3 		$43M Buy
+2,304,728
New +$45.5M 0.66% 63

Other funds holding TMHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

NWQ Investment Management Company's TMHC Position: Q3 2020 in Review

NWQ Investment Management Company reduced its Taylor Morrison (TMHC) stake by 18% in Q3 2020, selling an estimated $1.88M and leaving 361,209 shares worth $8.88M. The position accounts for 0.4% of the portfolio, ranked #79.

NWQ Investment Management Company first reported a position in TMHC in Q3 2015 and has held it in 21 quarters since. The position peaked at $63.1M in Q3 2016. 265 funds tracked by Wall St. Rank hold TMHC as of Q3 2020.

  • NWQ Investment Management Company held 361,209 shares of Taylor Morrison worth $8.88M as of Q3 2020.
  • NWQ Investment Management Company sold 79,534 Taylor Morrison shares in Q3 2020, an estimated $1.88M.
  • Taylor Morrison made up 0.4% of NWQ Investment Management Company's portfolio in Q3 2020, its #79 holding.
  • NWQ Investment Management Company first reported a position in Taylor Morrison in Q3 2015 and has held it in 21 quarters since.
  • NWQ Investment Management Company's Taylor Morrison position peaked at $63.1M in Q3 2016.
  • 265 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.