VFA
TMHC

Valeo Financial Advisors’s Taylor Morrison TMHC Stock Holding History

Valeo Financial Advisors’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
2022
Q2 		– Sell
-13,632
Closed -$14K – 643
2022
Q1 		$14K Buy
+13,632
New +$415K ﹤0.01% 631
2020
Q4 		– Sell
-342
Closed -$8K – 1844
2020
Q3 		$8K Buy
342
+337
+6,740% +$7.97K ﹤0.01% 1148
2020
Q2 		$0 Sell
5
-1,995
-100% -$31.4K ﹤0.01% 2156
2020
Q1 		$26K Hold
2,000
– – ﹤0.01% 818
2019
Q4 		$44K Buy
+2,000
New +$48.1K ﹤0.01% 701

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Valeo Financial Advisors's TMHC Position: Q2 2022 in Review

Valeo Financial Advisors sold out of Taylor Morrison (TMHC) in Q2 2022, closing a stake of 13,632 shares — an estimated $14K sold.

Valeo Financial Advisors first reported a position in TMHC in Q4 2019 and held it in 5 quarters. The position peaked at $44K in Q4 2019. 279 funds tracked by Wall St. Rank hold TMHC as of Q2 2022.

  • Valeo Financial Advisors reported no remaining Taylor Morrison position as of Q2 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 13,632 Taylor Morrison shares in Q2 2022, an estimated $14K.
  • Valeo Financial Advisors first reported a position in Taylor Morrison in Q4 2019 and held it in 5 quarters.
  • Valeo Financial Advisors's Taylor Morrison position peaked at $44K in Q4 2019.
  • 279 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2022.

Based on Valeo Financial Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.