PS
TMHC

Planned Solutions’s Taylor Morrison TMHC Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-555
Closed -$39K – 579
2024
Q3 		$39K Buy
+555
New +$35.6K 0.02% 328

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planned Solutions's TMHC Position: Q4 2024 in Review

Planned Solutions sold out of Taylor Morrison (TMHC) in Q4 2024, closing a stake of 555 shares — an estimated $39K sold.

Planned Solutions first reported a position in TMHC in Q3 2024 and held it in 1 quarter. The position peaked at $39K in Q3 2024. 449 funds tracked by Wall St. Rank hold TMHC as of Q4 2024.

  • Planned Solutions reported no remaining Taylor Morrison position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 555 Taylor Morrison shares in Q4 2024, an estimated $39K.
  • Planned Solutions first reported a position in Taylor Morrison in Q3 2024 and held it in 1 quarter.
  • Planned Solutions's Taylor Morrison position peaked at $39K in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.