SFS
TMHC

Sowell Financial Services’s Taylor Morrison TMHC Stock Holding History

Sowell Financial Services’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
Q3 		– Sell
-27,935
Closed -$1.55M – 584
2024
Q2 		$1.55M Sell
27,935
-467
-2% -$26.7K 0.07% 266
2024
Q1 		$1.77M Buy
28,402
+921
+3% +$50.7K 0.08% 252
2023
Q4 		$1.47M Sell
27,481
-2,708
-9% -$121K 0.08% 268
2023
Q3 		$1.29M Sell
30,189
-186
-0.6% -$8.75K 0.08% 271
2023
Q2 		$1.48M Buy
+30,375
New +$1.31M 0.08% 273

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Sowell Financial Services's TMHC Position: Q3 2024 in Review

Sowell Financial Services sold out of Taylor Morrison (TMHC) in Q3 2024, closing a stake of 27,935 shares — an estimated $1.55M sold.

Sowell Financial Services first reported a position in TMHC in Q2 2023 and held it in 5 quarters. The position peaked at $1.77M in Q1 2024. 418 funds tracked by Wall St. Rank hold TMHC as of Q3 2024.

  • Sowell Financial Services reported no remaining Taylor Morrison position as of Q3 2024 after selling out during the quarter.
  • Sowell Financial Services sold 27,935 Taylor Morrison shares in Q3 2024, an estimated $1.55M.
  • Sowell Financial Services first reported a position in Taylor Morrison in Q2 2023 and held it in 5 quarters.
  • Sowell Financial Services's Taylor Morrison position peaked at $1.77M in Q1 2024.
  • 418 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2024.

Based on Sowell Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.