Shelton Capital Management’s Taylor Morrison TMHC Stock Holding History

Shelton Capital Management’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 Q4	–	Sell	-3,670	Closed	-$242K	–	765
2025 Q3	$242K	Hold	3,670	–	–	0.01%	589
2025 Q2	$225K	Sell	3,670 -127	-3%	-$7.38K	0.01%	621
2025 Q1	$228K	Sell	3,797 -137	-3%	-$8.53K	0.01%	602
2024 Q4	$241K	Sell	3,934 -317	-7%	-$21.6K	0.01%	605
2024 Q3	$299K	Hold	4,251	–	–	0.01%	502
2024 Q2	$236K	Sell	4,251 -466	-10%	-$26.6K	0.01%	607
2024 Q1	$293K	Hold	4,717	–	–	0.01%	544
2023 Q4	$252K	Sell	4,717 -333	-7%	-$14.9K	0.01%	574
2023 Q3	$215K	Sell	5,050 -392	-7%	-$18.4K	0.01%	625
2023 Q2	$265K	Hold	5,442	–	–	0.01%	563
2023 Q1	$208K	Buy	+5,442	New	+$191K	0.01%	673
2022 Q1	–	Sell	-6,640	Closed	-$232K	–	870
2021 Q4	$232K	Buy	+6,640	New	+$207K	0.01%	716
2021 Q2	–	Sell	-7,244	Closed	-$223K	–	859
2021 Q1	$223K	Buy	+7,244	New	+$203K	0.01%	715

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fuller & Thaler Asset Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return