Ownership history in STIFEL FINANCIAL CORP Β· 24 quarters on record
This page tracks every 13F SEC filing in which STIFEL FINANCIAL CORP reported a position in TAYLOR MORRISON HOME CORP (TMHC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π STIFEL FINANCIAL CORP outperformed the S&P 500 by +12.4% annually on this TMHC position. Timing score: 36% (8/22 decisions correct). Average cost basis: $57.60. Maximum drawdown during holding period: β57.6%.
π₯ Exceptional β beat the S&P 500 by 12.4% per year on this position.
22 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
8 of 22 add/trim decisions correct
Best entry: $23.32 (2022 Q3) Β· Worst: $62.17 (2024 Q1)
πͺ Held through 2 major drawdowns (>20%).
12 adds Β· 12 trims. Bought during 3 of 9 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size