Washington Trust’s Taylor Morrison TMHC Stock Holding History

Washington Trust’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
2023 Q4	–	Sell	-26	Closed	-$1.11K	–	950
2023 Q3	$1.11K	Hold	26	–	–	﹤0.01%	840
2023 Q2	$1.27K	Sell	26 -10	-28%	-$431	﹤0.01%	844
2023 Q1	$1.38K	Buy	36 +7	+24%	+$246	﹤0.01%	855
2022 Q4	$880	Buy	29 +1	+4%	+$28	﹤0.01%	915
2022 Q3	$1K	Sell	28 -2	-7%	-$52	﹤0.01%	907
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	909
2022 Q1	$1K	Sell	30 -1	-3%	-$30	﹤0.01%	914
2021 Q4	$1K	Sell	31 -2	-6%	-$62	﹤0.01%	917
2021 Q3	$1K	Hold	33	–	–	﹤0.01%	1038
2021 Q2	$1K	Hold	33	–	–	﹤0.01%	1027
2021 Q1	$1K	Sell	33 -6	-15%	-$168	﹤0.01%	987
2020 Q4	$1K	Sell	39 -5	-11%	-$127	﹤0.01%	967
2020 Q3	$1K	Hold	44	–	–	﹤0.01%	958
2020 Q2	$1K	Sell	44 -59	-57%	-$930	﹤0.01%	849
2020 Q1	$1K	Buy	+103	New	+$2.21K	﹤0.01%	924
2018 Q3	–	Sell	-41	Closed	-$1K	–	750
2018 Q2	$1K	Buy	+41	New	+$913	﹤0.01%	911

Other funds holding TMHC

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

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 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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return