WI
TMHC

Wintrust Investments’s Taylor Morrison TMHC Stock Holding History

Wintrust Investments’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 		$27K Buy
443
+68
+18% +$4.64K 0.02% 344
2024
Q3 		$26K Sell
375
-3,375
-90% -$216K 0.02% 436
2024
Q2 		$208K Sell
3,750
-100
-3% -$5.71K 0.02% 447
2024
Q1 		$239K Sell
3,850
-650
-14% -$35.8K 0.02% 415
2023
Q4 		$240K Buy
+4,500
New +$201K 0.02% 388

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

Wintrust Investments's TMHC Position: Q4 2024 in Review

Wintrust Investments increased its Taylor Morrison (TMHC) stake by 18% in Q4 2024, buying an estimated $4.64K and bringing the position to 443 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #344.

Wintrust Investments first reported a position in TMHC in Q4 2023 and has held it in 5 quarters since. The position peaked at $240K in Q4 2023. 449 funds tracked by Wall St. Rank hold TMHC as of Q4 2024.

  • Wintrust Investments held 443 shares of Taylor Morrison worth $27K as of Q4 2024.
  • Wintrust Investments bought 68 Taylor Morrison shares in Q4 2024, an estimated $4.64K.
  • Taylor Morrison made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #344 holding.
  • Wintrust Investments first reported a position in Taylor Morrison in Q4 2023 and has held it in 5 quarters since.
  • Wintrust Investments's Taylor Morrison position peaked at $240K in Q4 2023.
  • 449 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.