Virtus Investment Advisers’s Taylor Morrison TMHC Stock Holding History

Virtus Investment 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
2025 Q1	–	Sell	-9,707	Closed	-$594K	–	678
2024 Q4	$594K	Sell	9,707 -17,637	-65%	-$1.2M	0.47%	51
2024 Q3	$1.92M	Sell	27,344 -1,500	-5%	-$96.1K	1.51%	5
2024 Q2	$1.6M	Sell	28,844 -1,700	-6%	-$97.2K	1.35%	8
2024 Q1	$1.9M	Buy	30,544 +6,084	+25%	+$335K	1.36%	8
2023 Q4	$1.3M	Buy	+24,460	New	+$1.09M	0.98%	16

Other funds holding TMHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Virtus Investment Advisers's TMHC Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Taylor Morrison (TMHC) in Q1 2025, closing a stake of 9,707 shares — an estimated $594K sold.

Virtus Investment Advisers first reported a position in TMHC in Q4 2023 and held it in 5 quarters. The position peaked at $1.92M in Q3 2024. 442 funds tracked by Wall St. Rank hold TMHC as of Q1 2025.

Virtus Investment Advisers reported no remaining Taylor Morrison position as of Q1 2025 after selling out during the quarter.
Virtus Investment Advisers sold 9,707 Taylor Morrison shares in Q1 2025, an estimated $594K.
Virtus Investment Advisers first reported a position in Taylor Morrison in Q4 2023 and held it in 5 quarters.
Virtus Investment Advisers's Taylor Morrison position peaked at $1.92M in Q3 2024.
442 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.