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Advisory Research’s Meritage Homes MTH Stock Holding History

Advisory Research’s Portfolio MTH Stock Details MTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-28,452
Closed -$1.18M – 369
2020
Q4 		$1.18M Sell
28,452
-21,538
-43% -$1.02M 0.09% 175
2020
Q3 		$2.76M Sell
49,990
-500
-1% -$23.9K 0.27% 90
2020
Q2 		$1.92M Buy
50,490
+23,928
+90% +$707K 0.17% 112
2020
Q1 		$485K Buy
+26,562
New +$806K 0.03% 196

Other funds holding MTH

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's MTH Position: Q1 2021 in Review

Advisory Research sold out of Meritage Homes (MTH) in Q1 2021, closing a stake of 28,452 shares — an estimated $1.18M sold.

Advisory Research first reported a position in MTH in Q1 2020 and held it in 4 quarters. The position peaked at $2.76M in Q3 2020. 282 funds tracked by Wall St. Rank hold MTH as of Q1 2021.

  • Advisory Research reported no remaining Meritage Homes position as of Q1 2021 after selling out during the quarter.
  • Advisory Research sold 28,452 Meritage Homes shares in Q1 2021, an estimated $1.18M.
  • Advisory Research first reported a position in Meritage Homes in Q1 2020 and held it in 4 quarters.
  • Advisory Research's Meritage Homes position peaked at $2.76M in Q3 2020.
  • 282 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2021.

Based on Advisory Research's 13F filing for Q1 2021, filed 12 May 2021.