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Financial Gravity Asset Management’s Meritage Homes MTH Stock Holding History

Financial Gravity Asset Management’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
-184
Closed -$124 – 1460
2022
Q4 		$124 Buy
+184
New +$7.44K ﹤0.01% 1072
2021
Q1 		– Sell
-2
Closed – – 849
2020
Q4 		$0 Buy
+2
New +$95 ﹤0.01% 609
2020
Q2 		– Sell
-54
Closed -$997 – 554
2020
Q1 		$997 Buy
54
+16
+42% +$485 ﹤0.01% 474
2019
Q4 		$61K Buy
38
+20
+111% +$686 0.04% 539
2019
Q3 		$1K Buy
18
+12
+200% +$375 ﹤0.01% 1067
2019
Q2 		$0 Sell
6
-4
-40% -$101 ﹤0.01% 1519
2019
Q1 		$0 Buy
+10
New +$214 ﹤0.01% 1466
2018
Q3 		$3K Buy
144
+8
+6% +$174 ﹤0.01% 869
2018
Q2 		$3K Sell
136
-34
-20% -$765 ﹤0.01% 899
2018
Q1 		$4K Buy
+170
New +$4.05K ﹤0.01% 794

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

Financial Gravity Asset Management's MTH Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Meritage Homes (MTH) in Q1 2023, closing a stake of 184 shares — an estimated $124 sold.

Financial Gravity Asset Management first reported a position in MTH in Q1 2018 and held it in 10 quarters. The position peaked at $61K in Q4 2019. 314 funds tracked by Wall St. Rank hold MTH as of Q1 2023.

  • Financial Gravity Asset Management reported no remaining Meritage Homes position as of Q1 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 184 Meritage Homes shares in Q1 2023, an estimated $124.
  • Financial Gravity Asset Management first reported a position in Meritage Homes in Q1 2018 and held it in 10 quarters.
  • Financial Gravity Asset Management's Meritage Homes position peaked at $61K in Q4 2019.
  • 314 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.