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Center for Financial Planning’s Meritage Homes MTH Stock Holding History

Center for Financial Planning’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
2023
Q1 		– Sell
-4
Closed -$184 – 549
2022
Q4 		$184 Buy
+4
New +$162 ﹤0.01% 527

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Center for Financial Planning's MTH Position: Q1 2023 in Review

Center for Financial Planning sold out of Meritage Homes (MTH) in Q1 2023, closing a stake of 4 shares — an estimated $184 sold.

Center for Financial Planning first reported a position in MTH in Q4 2022 and held it in 1 quarter. The position peaked at $184 in Q4 2022. 314 funds tracked by Wall St. Rank hold MTH as of Q1 2023.

  • Center for Financial Planning reported no remaining Meritage Homes position as of Q1 2023 after selling out during the quarter.
  • Center for Financial Planning sold 4 Meritage Homes shares in Q1 2023, an estimated $184.
  • Center for Financial Planning first reported a position in Meritage Homes in Q4 2022 and held it in 1 quarter.
  • Center for Financial Planning's Meritage Homes position peaked at $184 in Q4 2022.
  • 314 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2023.

Based on Center for Financial Planning's 13F filing for Q1 2023, filed 2 May 2023.