VFA
TMHC

Virtus Fund Advisers’s Taylor Morrison TMHC Stock Holding History

Virtus Fund Advisers’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 		$75.1K Sell
1,227
-652
-35% -$44.5K 0.23% 37
2024
Q3 		$132K Hold
1,879
– – 0.54% 19
2024
Q2 		$104K Buy
1,879
+103
+6% +$5.89K 0.41% 21
2024
Q1 		$110K Buy
1,776
+426
+32% +$23.5K 0.39% 27
2023
Q4 		$72K Buy
+1,350
New +$60.3K 0.45% 30

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

Virtus Fund Advisers's TMHC Position: Q4 2024 in Review

Virtus Fund Advisers reduced its Taylor Morrison (TMHC) stake by 35% in Q4 2024, selling an estimated $44.5K and leaving 1,227 shares worth $75.1K. The position accounts for 0.23% of the portfolio, ranked #37.

Virtus Fund Advisers first reported a position in TMHC in Q4 2023 and has held it in 5 quarters since. The position peaked at $132K in Q3 2024. 449 funds tracked by Wall St. Rank hold TMHC as of Q4 2024.

  • Virtus Fund Advisers held 1,227 shares of Taylor Morrison worth $75.1K as of Q4 2024.
  • Virtus Fund Advisers sold 652 Taylor Morrison shares in Q4 2024, an estimated $44.5K.
  • Taylor Morrison made up 0.23% of Virtus Fund Advisers's portfolio in Q4 2024, its #37 holding.
  • Virtus Fund Advisers first reported a position in Taylor Morrison in Q4 2023 and has held it in 5 quarters since.
  • Virtus Fund Advisers's Taylor Morrison position peaked at $132K in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2024.

Based on Virtus Fund Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.