ST
TMHC

Sageworth Trust’s Taylor Morrison TMHC Stock Holding History

Sageworth Trust’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
2022
Q1 		– Sell
-127
Closed -$4K – 738
2021
Q4 		$4K Sell
127
-423
-77% -$13.2K ﹤0.01% 470
2021
Q3 		$14K Hold
550
– – ﹤0.01% 463
2021
Q2 		$15K Buy
+550
New +$16.3K ﹤0.01% 483

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Sageworth Trust's TMHC Position: Q1 2022 in Review

Sageworth Trust sold out of Taylor Morrison (TMHC) in Q1 2022, closing a stake of 127 shares — an estimated $4K sold.

Sageworth Trust first reported a position in TMHC in Q2 2021 and held it in 3 quarters. The position peaked at $15K in Q2 2021. 281 funds tracked by Wall St. Rank hold TMHC as of Q1 2022.

  • Sageworth Trust reported no remaining Taylor Morrison position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 127 Taylor Morrison shares in Q1 2022, an estimated $4K.
  • Sageworth Trust first reported a position in Taylor Morrison in Q2 2021 and held it in 3 quarters.
  • Sageworth Trust's Taylor Morrison position peaked at $15K in Q2 2021.
  • 281 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.