Bank Julius Baer & Co
MTH icon

Bank Julius Baer & Co’s Meritage Homes MTH Stock Holding History

Bank Julius Baer & Co’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
Q4 		– Sell
-6,590
Closed -$320K – 870
2021
Q3 		$320K Buy
+6,590
New +$339K ﹤0.01% 494
2021
Q1 		– Sell
-10,360
Closed -$429K – 864
2020
Q4 		$429K Buy
10,360
+3,580
+53% +$169K ﹤0.01% 477
2020
Q3 		$320K Buy
+6,780
New +$325K ﹤0.01% 448

Other funds holding MTH

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Vanguard Group
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank Julius Baer & Co's MTH Position: Q4 2021 in Review

Bank Julius Baer & Co sold out of Meritage Homes (MTH) in Q4 2021, closing a stake of 6,590 shares — an estimated $320K sold.

Bank Julius Baer & Co first reported a position in MTH in Q3 2020 and held it in 3 quarters. The position peaked at $429K in Q4 2020. 313 funds tracked by Wall St. Rank hold MTH as of Q4 2021.

  • Bank Julius Baer & Co reported no remaining Meritage Homes position as of Q4 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 6,590 Meritage Homes shares in Q4 2021, an estimated $320K.
  • Bank Julius Baer & Co first reported a position in Meritage Homes in Q3 2020 and held it in 3 quarters.
  • Bank Julius Baer & Co's Meritage Homes position peaked at $429K in Q4 2020.
  • 313 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2021.

Based on Bank Julius Baer & Co's 13F filing for Q4 2021, filed 15 Feb 2022.