SIS
TMHC

Sound Income Strategies’s Taylor Morrison TMHC Stock Holding History

Sound Income Strategies’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
Q1 		– Sell
-156
Closed -$4.74K – 1143
2022
Q4 		$4.74K Hold
156
– – ﹤0.01% 656
2022
Q3 		$4K Buy
+156
New +$4.05K ﹤0.01% 627

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Sound Income Strategies's TMHC Position: Q1 2023 in Review

Sound Income Strategies sold out of Taylor Morrison (TMHC) in Q1 2023, closing a stake of 156 shares — an estimated $4.74K sold.

Sound Income Strategies first reported a position in TMHC in Q3 2022 and held it in 2 quarters. The position peaked at $4.74K in Q4 2022. 328 funds tracked by Wall St. Rank hold TMHC as of Q1 2023.

  • Sound Income Strategies reported no remaining Taylor Morrison position as of Q1 2023 after selling out during the quarter.
  • Sound Income Strategies sold 156 Taylor Morrison shares in Q1 2023, an estimated $4.74K.
  • Sound Income Strategies first reported a position in Taylor Morrison in Q3 2022 and held it in 2 quarters.
  • Sound Income Strategies's Taylor Morrison position peaked at $4.74K in Q4 2022.
  • 328 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2023.

Based on Sound Income Strategies's 13F filing for Q1 2023, filed 10 Apr 2023.