WPW
TMHC

Waldron Private Wealth’s Taylor Morrison TMHC Stock Holding History

Waldron Private Wealth’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
-1,861
Closed -$131K – 492
2024
Q3 		$131K Buy
+1,861
New +$119K 0.01% 409

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

Waldron Private Wealth's TMHC Position: Q4 2024 in Review

Waldron Private Wealth sold out of Taylor Morrison (TMHC) in Q4 2024, closing a stake of 1,861 shares — an estimated $131K sold.

Waldron Private Wealth first reported a position in TMHC in Q3 2024 and held it in 1 quarter. The position peaked at $131K in Q3 2024. 449 funds tracked by Wall St. Rank hold TMHC as of Q4 2024.

  • Waldron Private Wealth reported no remaining Taylor Morrison position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 1,861 Taylor Morrison shares in Q4 2024, an estimated $131K.
  • Waldron Private Wealth first reported a position in Taylor Morrison in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's Taylor Morrison position peaked at $131K in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.