SGI
TMHC

Summit Global Investments’s Taylor Morrison TMHC Stock Holding History

Summit Global Investments’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
Q4 		– Sell
-22,140
Closed -$1.56M – 636
2024
Q3 		$1.56M Sell
22,140
-1,076
-5% -$68.9K 0.1% 159
2024
Q2 		$1.29M Buy
+23,216
New +$1.33M 0.09% 193
2020
Q1 		– Sell
-31,200
Closed -$682K – 302
2019
Q4 		$682K Sell
31,200
-100
-0.3% -$2.4K 0.07% 252
2019
Q3 		$812K Buy
31,300
+1,900
+6% +$43.8K 0.09% 183
2019
Q2 		$616K Sell
29,400
-10,400
-26% -$207K 0.08% 256
2019
Q1 		$706K Buy
+39,800
New +$711K 0.09% 171

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Global Investments's TMHC Position: Q4 2024 in Review

Summit Global Investments sold out of Taylor Morrison (TMHC) in Q4 2024, closing a stake of 22,140 shares — an estimated $1.56M sold.

Summit Global Investments first reported a position in TMHC in Q1 2019 and held it in 6 quarters. The position peaked at $1.56M in Q3 2024. 449 funds tracked by Wall St. Rank hold TMHC as of Q4 2024.

  • Summit Global Investments reported no remaining Taylor Morrison position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 22,140 Taylor Morrison shares in Q4 2024, an estimated $1.56M.
  • Summit Global Investments first reported a position in Taylor Morrison in Q1 2019 and held it in 6 quarters.
  • Summit Global Investments's Taylor Morrison position peaked at $1.56M in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.