Sageworth Trust Company of South Dakota’s Taylor Morrison TMHC Stock Holding History

Sageworth Trust Company of South Dakota’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 Q2	–	Sell	-108	Closed	-$4.13K	–	189
2023 Q1	$4.13K	Hold	108	–	–	0.01%	156
2022 Q4	$3K	Hold	108	–	–	0.01%	193
2022 Q3	$3K	Sell	108 -74	-41%	-$1.92K	0.01%	179
2022 Q2	$4K	Sell	182 -108	-37%	-$2.86K	0.01%	266
2022 Q1	$8K	Sell	290 -126	-30%	-$3.83K	0.02%	228
2021 Q4	$15K	Buy	+416	New	+$13K	0.02%	289

Other funds holding TMHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sageworth Trust Company of South Dakota's TMHC Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of Taylor Morrison (TMHC) in Q2 2023, closing a stake of 108 shares — an estimated $4.13K sold.

Sageworth Trust Company of South Dakota first reported a position in TMHC in Q4 2021 and held it in 6 quarters. The position peaked at $15K in Q4 2021. 367 funds tracked by Wall St. Rank hold TMHC as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining Taylor Morrison position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 108 Taylor Morrison shares in Q2 2023, an estimated $4.13K.
Sageworth Trust Company of South Dakota first reported a position in Taylor Morrison in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's Taylor Morrison position peaked at $15K in Q4 2021.
367 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.