Smith Graham & Co Investment Advisors’s Taylor Morrison TMHC Stock Holding History

Smith Graham & Co Investment Advisors’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	$5.98M	Sell	112,128 -11,471	-9%	-$513K	0.69%	59
2023 Q3	$5.27M	Sell	123,599 -1,083	-0.9%	-$50.9K	0.65%	65
2023 Q2	$6.08M	Sell	124,682 -1,204	-1%	-$51.8K	0.74%	58
2023 Q1	$4.82M	Sell	125,886 -3,026	-2%	-$106K	0.59%	79
2022 Q4	$3.91M	Sell	128,912 -2,859	-2%	-$79.7K	0.48%	100
2022 Q3	$3.07M	Buy	+131,771	New	+$3.42M	0.41%	119

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Smith Graham & Co Investment Advisors's TMHC Position: Q4 2023 in Review

Smith Graham & Co Investment Advisors reduced its Taylor Morrison (TMHC) stake by 9.3% in Q4 2023, selling an estimated $513K and leaving 112,128 shares worth $5.98M. The position accounts for 0.69% of the portfolio, ranked #59.

Smith Graham & Co Investment Advisors first reported a position in TMHC in Q3 2022 and has held it in 6 quarters since. The position peaked at $6.08M in Q2 2023. 367 funds tracked by Wall St. Rank hold TMHC as of Q4 2023.

Smith Graham & Co Investment Advisors held 112,128 shares of Taylor Morrison worth $5.98M as of Q4 2023.
Smith Graham & Co Investment Advisors sold 11,471 Taylor Morrison shares in Q4 2023, an estimated $513K.
Taylor Morrison made up 0.69% of Smith Graham & Co Investment Advisors's portfolio in Q4 2023, its #59 holding.
Smith Graham & Co Investment Advisors first reported a position in Taylor Morrison in Q3 2022 and has held it in 6 quarters since.
Smith Graham & Co Investment Advisors's Taylor Morrison position peaked at $6.08M in Q2 2023.
367 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2023.

Based on Smith Graham & Co Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.