SFG
TMHC

Steward Financial Group’s Taylor Morrison TMHC Stock Holding History

Steward Financial Group’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
Q3 		$5K Buy
+128
New +$6.02K ﹤0.01% 655
2023
Q2 		– Sell
-124
Closed -$4K – 962
2023
Q1 		$4K Buy
124
+83
+202% +$2.92K ﹤0.01% 373
2022
Q4 		$1K Buy
+41
New +$1.14K ﹤0.01% 482

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Steward Financial Group's TMHC Position: Q3 2023 in Review

Steward Financial Group opened a new position in Taylor Morrison (TMHC) in Q3 2023: 128 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #655 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TMHC as recently as Q1 2023.

Steward Financial Group first reported a position in TMHC in Q4 2022 and has held it in 3 quarters since. 340 funds tracked by Wall St. Rank hold TMHC as of Q3 2023.

  • Steward Financial Group held 128 shares of Taylor Morrison worth $5K as of Q3 2023.
  • Taylor Morrison was a new Steward Financial Group position in Q3 2023.
  • Taylor Morrison made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #655 holding.
  • Steward Financial Group first reported a position in Taylor Morrison in Q4 2022 and has held it in 3 quarters since.
  • 340 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.