PAG
TMHC

Private Advisory Group’s Taylor Morrison TMHC Stock Holding History

Private Advisory Group’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
2023
Q4 		– Sell
-15,420
Closed -$657K – 230
2023
Q3 		$657K Sell
15,420
-173
-1% -$8.14K 0.13% 124
2023
Q2 		$760K Buy
+15,593
New +$671K 0.15% 123

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Private Advisory Group's TMHC Position: Q4 2023 in Review

Private Advisory Group sold out of Taylor Morrison (TMHC) in Q4 2023, closing a stake of 15,420 shares — an estimated $657K sold.

Private Advisory Group first reported a position in TMHC in Q2 2023 and held it in 2 quarters. The position peaked at $760K in Q2 2023. 367 funds tracked by Wall St. Rank hold TMHC as of Q4 2023.

  • Private Advisory Group reported no remaining Taylor Morrison position as of Q4 2023 after selling out during the quarter.
  • Private Advisory Group sold 15,420 Taylor Morrison shares in Q4 2023, an estimated $657K.
  • Private Advisory Group first reported a position in Taylor Morrison in Q2 2023 and held it in 2 quarters.
  • Private Advisory Group's Taylor Morrison position peaked at $760K in Q2 2023.
  • 367 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2023.

Based on Private Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.