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FORA Capital’s Meritage Homes MTH Stock Holding History

FORA Capital’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
Q1 		– Sell
-20,450
Closed -$1.78M – 520
2023
Q4 		$1.78M Buy
20,450
+6,756
+49% +$466K 0.15% 172
2023
Q3 		$838K Buy
+13,694
New +$941K 0.07% 269
2023
Q2 		– Sell
-14,286
Closed -$834K – 523
2023
Q1 		$834K Buy
+14,286
New +$768K 0.08% 276
2022
Q1 		– Sell
-4,198
Closed -$256K – 590
2021
Q4 		$256K Buy
+4,198
New +$234K 0.1% 256
2021
Q3 		– Sell
-5,432
Closed -$256K – 681
2021
Q2 		$256K Buy
+5,432
New +$274K 0.05% 388
2021
Q1 		– Sell
-3,132
Closed -$130K – 977
2020
Q4 		$130K Buy
+3,132
New +$148K 0.02% 606
2020
Q1 		– Sell
-19,592
Closed -$599K – 1222
2019
Q4 		$599K Buy
+19,592
New +$672K 0.06% 355

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

FORA Capital's MTH Position: Q1 2024 in Review

FORA Capital sold out of Meritage Homes (MTH) in Q1 2024, closing a stake of 20,450 shares — an estimated $1.78M sold.

FORA Capital first reported a position in MTH in Q4 2019 and held it in 7 quarters. The position peaked at $1.78M in Q4 2023. 366 funds tracked by Wall St. Rank hold MTH as of Q1 2024.

  • FORA Capital reported no remaining Meritage Homes position as of Q1 2024 after selling out during the quarter.
  • FORA Capital sold 20,450 Meritage Homes shares in Q1 2024, an estimated $1.78M.
  • FORA Capital first reported a position in Meritage Homes in Q4 2019 and held it in 7 quarters.
  • FORA Capital's Meritage Homes position peaked at $1.78M in Q4 2023.
  • 366 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2024.

Based on FORA Capital's 13F filing for Q1 2024, filed 2 May 2024.