PTC
TMHC icon

Petrus Trust Company’s Taylor Morrison TMHC Stock Holding History

Petrus Trust 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
2025
Q3 		– Sell
-6,305
Closed -$387K – 508
2025
Q2 		$387K Sell
6,305
-11,961
-65% -$695K 0.04% 210
2025
Q1 		$1.1M Sell
18,266
-4,837
-21% -$301K 0.1% 29
2024
Q4 		$1.41M Buy
23,103
+12,037
+109% +$821K 0.14% 21
2024
Q3 		$777K Buy
11,066
+1,457
+15% +$93.3K 0.08% 77
2024
Q2 		$533K Buy
+9,609
New +$549K 0.05% 207
2023
Q3 		– Sell
-6,835
Closed -$333K – 727
2023
Q2 		$333K Sell
6,835
-639
-9% -$27.5K 0.04% 315
2023
Q1 		$286K Buy
+7,474
New +$263K 0.03% 324
2022
Q4 		– Sell
-8,873
Closed -$207K – 552
2022
Q3 		$207K Buy
+8,873
New +$230K 0.03% 174
2019
Q4 		– Sell
-8,810
Closed -$229K – 355
2019
Q3 		$229K Buy
+8,810
New +$203K 0.04% 181
2018
Q4 		– Sell
-13,601
Closed -$245K – 302
2018
Q3 		$245K Sell
13,601
-5,642
-29% -$112K 0.05% 147
2018
Q2 		$400K Buy
+19,243
New +$429K 0.08% 68
2017
Q2 		– Sell
-10,375
Closed -$221K – 215
2017
Q1 		$221K Buy
+10,375
New +$209K 0.05% 146

Other funds holding TMHC

BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return