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Carmel Capital Partners’s Meritage Homes MTH Stock Holding History

Carmel Capital Partners’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
2024
Q4 		– Sell
-3,010
Closed -$309K – 161
2024
Q3 		$309K Sell
3,010
-90
-3% -$8.5K 0.12% 123
2024
Q2 		$251K Sell
3,100
-2
-0.1% -$168 0.11% 132
2024
Q1 		$272K Hold
3,102
– – 0.11% 123
2023
Q4 		$270K Buy
3,102
+2,474
+394% +$171K 0.14% 118
2023
Q3 		$38.4K Buy
+628
New +$43.2K 0.02% 264

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Carmel Capital Partners's MTH Position: Q4 2024 in Review

Carmel Capital Partners sold out of Meritage Homes (MTH) in Q4 2024, closing a stake of 3,010 shares — an estimated $309K sold.

Carmel Capital Partners first reported a position in MTH in Q3 2023 and held it in 5 quarters. The position peaked at $309K in Q3 2024. 396 funds tracked by Wall St. Rank hold MTH as of Q4 2024.

  • Carmel Capital Partners reported no remaining Meritage Homes position as of Q4 2024 after selling out during the quarter.
  • Carmel Capital Partners sold 3,010 Meritage Homes shares in Q4 2024, an estimated $309K.
  • Carmel Capital Partners first reported a position in Meritage Homes in Q3 2023 and held it in 5 quarters.
  • Carmel Capital Partners's Meritage Homes position peaked at $309K in Q3 2024.
  • 396 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2024.

Based on Carmel Capital Partners's 13F filing for Q4 2024, filed 6 Feb 2025.