WT
TMHC

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSC
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

Washington Trust's TMHC Position: Q4 2023 in Review

Washington Trust sold out of Taylor Morrison (TMHC) in Q4 2023, closing a stake of 26 shares — an estimated $1.11K sold.

Washington Trust first reported a position in TMHC in Q2 2018 and held it in 16 quarters. The position peaked at $1.38K in Q1 2023. 367 funds tracked by Wall St. Rank hold TMHC as of Q4 2023.

  • Washington Trust reported no remaining Taylor Morrison position as of Q4 2023 after selling out during the quarter.
  • Washington Trust sold 26 Taylor Morrison shares in Q4 2023, an estimated $1.11K.
  • Washington Trust first reported a position in Taylor Morrison in Q2 2018 and held it in 16 quarters.
  • Washington Trust's Taylor Morrison position peaked at $1.38K in Q1 2023.
  • 367 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.