SW
TMHC

SkyOak Wealth’s Taylor Morrison TMHC Stock Holding History

SkyOak Wealth’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
2024
Q2 		– Sell
-7,933
Closed -$493K – 264
2024
Q1 		$493K Buy
+7,933
New +$437K 0.12% 124
2023
Q4 		– Sell
-5,783
Closed -$246K – 256
2023
Q3 		$246K Sell
5,783
-233
-4% -$11K 0.07% 194
2023
Q2 		$293K Hold
6,016
– – 0.08% 170
2023
Q1 		$230K Buy
+6,016
New +$211K 0.07% 203
2022
Q4 		– Sell
-11,152
Closed -$260K – 242
2022
Q3 		$260K Hold
11,152
– – 0.09% 169
2022
Q2 		$261K Buy
+11,152
New +$295K 0.09% 170

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SkyOak Wealth's TMHC Position: Q2 2024 in Review

SkyOak Wealth sold out of Taylor Morrison (TMHC) in Q2 2024, closing a stake of 7,933 shares — an estimated $493K sold.

SkyOak Wealth first reported a position in TMHC in Q2 2022 and held it in 6 quarters. The position peaked at $493K in Q1 2024. 380 funds tracked by Wall St. Rank hold TMHC as of Q2 2024.

  • SkyOak Wealth reported no remaining Taylor Morrison position as of Q2 2024 after selling out during the quarter.
  • SkyOak Wealth sold 7,933 Taylor Morrison shares in Q2 2024, an estimated $493K.
  • SkyOak Wealth first reported a position in Taylor Morrison in Q2 2022 and held it in 6 quarters.
  • SkyOak Wealth's Taylor Morrison position peaked at $493K in Q1 2024.
  • 380 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2024.

Based on SkyOak Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.