RFA
TMHC

Reilly Financial Advisors’s Taylor Morrison TMHC Stock Holding History

Reilly Financial Advisors’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
Q2 		– Sell
-300
Closed -$9K – 1075
2021
Q1 		$9K Buy
+300
New +$8.43K ﹤0.01% 723

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Reilly Financial Advisors's TMHC Position: Q2 2021 in Review

Reilly Financial Advisors sold out of Taylor Morrison (TMHC) in Q2 2021, closing a stake of 300 shares — an estimated $9K sold.

Reilly Financial Advisors first reported a position in TMHC in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 268 funds tracked by Wall St. Rank hold TMHC as of Q2 2021.

  • Reilly Financial Advisors reported no remaining Taylor Morrison position as of Q2 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 300 Taylor Morrison shares in Q2 2021, an estimated $9K.
  • Reilly Financial Advisors first reported a position in Taylor Morrison in Q1 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's Taylor Morrison position peaked at $9K in Q1 2021.
  • 268 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2021.

Based on Reilly Financial Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.