PFO
TMHC

Pathstone Family Office’s Taylor Morrison TMHC Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-18
Closed – – 1292
2020
Q4 		$0 Hold
18
– – ﹤0.01% 1329
2020
Q3 		$0 Sell
18
-18
-50% -$426 ﹤0.01% 990
2020
Q2 		$0 Buy
+36
New +$567 ﹤0.01% 958
2019
Q2 		– Sell
-32
Closed -$1K – 887
2019
Q1 		$1K Hold
32
– – ﹤0.01% 864
2018
Q4 		$1K Buy
+32
New +$523 ﹤0.01% 520

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
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Pathstone Family Office's TMHC Position: Q1 2021 in Review

Pathstone Family Office sold out of Taylor Morrison (TMHC) in Q1 2021, closing a stake of 18 shares.

Pathstone Family Office first reported a position in TMHC in Q4 2018 and held it in 5 quarters. The position peaked at $1K in Q1 2019. 266 funds tracked by Wall St. Rank hold TMHC as of Q1 2021.

  • Pathstone Family Office reported no remaining Taylor Morrison position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 18 Taylor Morrison shares in Q1 2021.
  • Pathstone Family Office first reported a position in Taylor Morrison in Q4 2018 and held it in 5 quarters.
  • Pathstone Family Office's Taylor Morrison position peaked at $1K in Q1 2019.
  • 266 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.