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Empirical Finance’s Meritage Homes MTH Stock Holding History

Empirical Finance’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
-7,678
Closed -$787K – 511
2024
Q3 		$787K Hold
7,678
– – 0.05% 319
2024
Q2 		$621K Buy
7,678
+60
+0.8% +$5.05K 0.04% 346
2024
Q1 		$668K Hold
7,618
– – 0.04% 362
2023
Q4 		$664K Buy
+7,618
New +$525K 0.05% 336
2022
Q2 		– Sell
-10,492
Closed -$416K – 489
2022
Q1 		$416K Hold
10,492
– – 0.05% 349
2021
Q4 		$640K Sell
10,492
-9,088
-46% -$507K 0.08% 238
2021
Q3 		$950K Hold
19,580
– – 0.14% 146
2021
Q2 		$921K Buy
+19,580
New +$989K 0.15% 149

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

Empirical Finance's MTH Position: Q4 2024 in Review

Empirical Finance sold out of Meritage Homes (MTH) in Q4 2024, closing a stake of 7,678 shares — an estimated $787K sold.

Empirical Finance first reported a position in MTH in Q2 2021 and held it in 8 quarters. The position peaked at $950K in Q3 2021. 396 funds tracked by Wall St. Rank hold MTH as of Q4 2024.

  • Empirical Finance reported no remaining Meritage Homes position as of Q4 2024 after selling out during the quarter.
  • Empirical Finance sold 7,678 Meritage Homes shares in Q4 2024, an estimated $787K.
  • Empirical Finance first reported a position in Meritage Homes in Q2 2021 and held it in 8 quarters.
  • Empirical Finance's Meritage Homes position peaked at $950K in Q3 2021.
  • 396 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2024.

Based on Empirical Finance's 13F filing for Q4 2024, filed 28 Jan 2025.