SIC
TMHC

Salem Investment Counselors’s Taylor Morrison TMHC Stock Holding History

Salem Investment Counselors’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
-357
Closed -$15.2K – 1154
2023
Q3 		$15.2K Hold
357
– – ﹤0.01% 721
2023
Q2 		$17.4K Hold
357
– – ﹤0.01% 721
2023
Q1 		$13.7K Hold
357
– – ﹤0.01% 763
2022
Q4 		$10.8K Hold
357
– – ﹤0.01% 766
2022
Q3 		$8K Hold
357
– – ﹤0.01% 803
2022
Q2 		$8K Hold
357
– – ﹤0.01% 827
2022
Q1 		$10K Hold
357
– – ﹤0.01% 758
2021
Q4 		$12K Hold
357
– – ﹤0.01% 802
2021
Q3 		$9K Buy
+357
New +$9.45K ﹤0.01% 787

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

Salem Investment Counselors's TMHC Position: Q4 2023 in Review

Salem Investment Counselors sold out of Taylor Morrison (TMHC) in Q4 2023, closing a stake of 357 shares — an estimated $15.2K sold.

Salem Investment Counselors first reported a position in TMHC in Q3 2021 and held it in 9 quarters. The position peaked at $17.4K in Q2 2023. 367 funds tracked by Wall St. Rank hold TMHC as of Q4 2023.

  • Salem Investment Counselors reported no remaining Taylor Morrison position as of Q4 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 357 Taylor Morrison shares in Q4 2023, an estimated $15.2K.
  • Salem Investment Counselors first reported a position in Taylor Morrison in Q3 2021 and held it in 9 quarters.
  • Salem Investment Counselors's Taylor Morrison position peaked at $17.4K in Q2 2023.
  • 367 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2023.

Based on Salem Investment Counselors's 13F filing for Q4 2023, filed 16 Jan 2024.