SIM
TMHC

Sonora Investment Management’s Taylor Morrison TMHC Stock Holding History

Sonora Investment 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
2021
Q3 		$8K Hold
295
– – ﹤0.01% 822
2021
Q2 		$8K Hold
295
– – ﹤0.01% 752
2021
Q1 		$9K Hold
295
– – ﹤0.01% 1349
2020
Q4 		$8K Buy
+295
New +$7.52K ﹤0.01% 1313

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Sonora Investment Management's TMHC Position: Q3 2021 in Review

Sonora Investment Management held its Taylor Morrison (TMHC) position steady in Q3 2021 at 295 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Sonora Investment Management first reported a position in TMHC in Q4 2020 and has held it in 4 quarters since. The position peaked at $9K in Q1 2021. 254 funds tracked by Wall St. Rank hold TMHC as of Q3 2021.

  • Sonora Investment Management held 295 shares of Taylor Morrison worth $8K as of Q3 2021.
  • Sonora Investment Management left its Taylor Morrison share count unchanged in Q3 2021.
  • Taylor Morrison made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #822 holding.
  • Sonora Investment Management first reported a position in Taylor Morrison in Q4 2020 and has held it in 4 quarters since.
  • Sonora Investment Management's Taylor Morrison position peaked at $9K in Q1 2021.
  • 254 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.