UMB Bank’s Taylor Morrison TMHC Stock Holding History

UMB Bank’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
2026 Q1	$74.4K	Buy	1,277 +161	+14%	+$10.1K	﹤0.01%	1104
2025 Q4	$65.7K	Buy	1,116 +273	+32%	+$16.7K	﹤0.01%	1135
2025 Q3	$55.6K	Buy	843 +88	+12%	+$5.79K	﹤0.01%	1121
2025 Q2	$46.4K	Sell	755 -359	-32%	-$20.9K	﹤0.01%	1138
2025 Q1	$66.9K	Buy	1,114 +576	+107%	+$35.9K	﹤0.01%	930
2024 Q4	$32.9K	Buy	538 +3	+0.6%	+$205	﹤0.01%	1074
2024 Q3	$37.6K	Buy	535 +388	+264%	+$24.9K	﹤0.01%	966
2024 Q2	$8.15K	Buy	147 +12	+9%	+$686	﹤0.01%	1311
2024 Q1	$8.39K	Buy	135 +35	+35%	+$1.93K	﹤0.01%	1309
2023 Q4	$5.33K	Hold	100	–	–	﹤0.01%	1401
2023 Q3	$4.26K	Hold	100	–	–	﹤0.01%	1443
2023 Q2	$4.88K	Hold	100	–	–	﹤0.01%	1422
2023 Q1	$3.83K	Hold	100	–	–	﹤0.01%	1456
2022 Q4	$3K	Hold	100	–	–	﹤0.01%	1518
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	1626
2022 Q2	$2K	Sell	100 -21	-17%	-$556	﹤0.01%	1776
2022 Q1	$3K	Hold	121	–	–	﹤0.01%	1779
2021 Q4	$4K	Buy	+121	New	+$3.78K	﹤0.01%	1702

Other funds holding TMHC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return