Sandy Spring Bank’s Taylor Morrison TMHC Stock Holding History

Sandy Spring Bank’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
2025 Q1	$24.6K	Buy	+410	New	+$25.5K	﹤0.01%	698
2022 Q4	–	Sell	-2,500	Closed	-$58K	–	1212
2022 Q3	$58K	Sell	2,500 -1,000	-29%	-$26K	﹤0.01%	495
2022 Q2	$82K	Hold	3,500	–	–	﹤0.01%	440
2022 Q1	$95K	Sell	3,500 -200	-5%	-$6.08K	﹤0.01%	429
2021 Q4	$129K	Sell	3,700 -100	-3%	-$3.12K	0.01%	399
2021 Q3	$98K	Hold	3,800	–	–	0.01%	430
2021 Q2	$100K	Hold	3,800	–	–	0.01%	430
2021 Q1	$117K	Sell	3,800 -200	-5%	-$5.62K	0.01%	379
2020 Q4	$103K	Hold	4,000	–	–	0.01%	385
2020 Q3	$98K	Hold	4,000	–	–	0.01%	373
2020 Q2	$77K	Hold	4,000	–	–	0.01%	393
2020 Q1	$44K	Buy	4,000 +3,000	+300%	+$64.5K	﹤0.01%	459
2019 Q4	$22K	Hold	1,000	–	–	﹤0.01%	608
2019 Q3	$26K	Hold	1,000	–	–	﹤0.01%	577
2019 Q2	$21K	Hold	1,000	–	–	﹤0.01%	607
2019 Q1	$18K	Hold	1,000	–	–	﹤0.01%	601
2018 Q4	$16K	Buy	+1,000	New	+$16.3K	﹤0.01%	609

Other funds holding TMHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Sandy Spring Bank's TMHC Position: Q1 2025 in Review

Sandy Spring Bank opened a new position in Taylor Morrison (TMHC) in Q1 2025: 410 shares worth $24.6K. The stake represents ﹤0.01% of the portfolio and ranks #698 among its holdings. This is a return to the name: Sandy Spring Bank previously reported a position in TMHC as recently as Q3 2022.

Sandy Spring Bank first reported a position in TMHC in Q4 2018 and has held it in 17 quarters since. The position peaked at $129K in Q4 2021. 442 funds tracked by Wall St. Rank hold TMHC as of Q1 2025.

Sandy Spring Bank held 410 shares of Taylor Morrison worth $24.6K as of Q1 2025.
Taylor Morrison was a new Sandy Spring Bank position in Q1 2025.
Taylor Morrison made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #698 holding.
Sandy Spring Bank first reported a position in Taylor Morrison in Q4 2018 and has held it in 17 quarters since.
Sandy Spring Bank's Taylor Morrison position peaked at $129K in Q4 2021.
442 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.