SFP
TMHC

Sterling Financial Planning’s Taylor Morrison TMHC Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-180
Closed -$5K – 365
2021
Q3 		$5K Buy
+180
New +$4.77K ﹤0.01% 364

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
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 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

Sterling Financial Planning's TMHC Position: Q4 2021 in Review

Sterling Financial Planning sold out of Taylor Morrison (TMHC) in Q4 2021, closing a stake of 180 shares — an estimated $5K sold.

Sterling Financial Planning first reported a position in TMHC in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 275 funds tracked by Wall St. Rank hold TMHC as of Q4 2021.

  • Sterling Financial Planning reported no remaining Taylor Morrison position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 180 Taylor Morrison shares in Q4 2021, an estimated $5K.
  • Sterling Financial Planning first reported a position in Taylor Morrison in Q3 2021 and held it in 1 quarter.
  • Sterling Financial Planning's Taylor Morrison position peaked at $5K in Q3 2021.
  • 275 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.