SM
TMHC

Samantha McLemore’s Taylor Morrison TMHC Stock Holding History

Samantha McLemore’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
Q3 		– Sell
-594,402
Closed -$29M – 46
2023
Q2 		$29M Buy
594,402
+416,727
+235% +$17.9M 1.61% 30
2023
Q1 		$6.8M Sell
177,675
-10,925
-6% -$384K 3.03% 13
2022
Q4 		$5.72M Hold
188,600
– – 2.78% 17
2022
Q3 		$4.4M Sell
188,600
-4,700
-2% -$122K 2.19% 23
2022
Q2 		$4.51M Sell
193,300
-1,800
-0.9% -$47.7K 2% 24
2022
Q1 		$5.31M Sell
195,100
-8,500
-4% -$259K 1.8% 28
2021
Q4 		$7.12M Buy
+203,600
New +$6.35M 2.05% 20

Other funds holding TMHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Samantha McLemore's TMHC Position: Q3 2023 in Review

Samantha McLemore sold out of Taylor Morrison (TMHC) in Q3 2023, closing a stake of 594,402 shares — an estimated $29M sold.

Samantha McLemore first reported a position in TMHC in Q4 2021 and held it in 7 quarters. The position peaked at $29M in Q2 2023. 340 funds tracked by Wall St. Rank hold TMHC as of Q3 2023.

  • Samantha McLemore reported no remaining Taylor Morrison position as of Q3 2023 after selling out during the quarter.
  • Samantha McLemore sold 594,402 Taylor Morrison shares in Q3 2023, an estimated $29M.
  • Samantha McLemore first reported a position in Taylor Morrison in Q4 2021 and held it in 7 quarters.
  • Samantha McLemore's Taylor Morrison position peaked at $29M in Q2 2023.
  • 340 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2023.

Based on Patient Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.