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Freedom Investment Management’s Meritage Homes MTH Stock Holding History

Freedom Investment 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
2024
Q1 		– Sell
-4,090
Closed -$356K – 819
2023
Q4 		$356K Sell
4,090
-896
-18% -$61.8K 0.03% 536
2023
Q3 		$305K Sell
4,986
-492
-9% -$33.8K 0.04% 494
2023
Q2 		$390K Sell
5,478
-2,884
-34% -$181K 0.04% 469
2023
Q1 		$488K Sell
8,362
-2,572
-24% -$138K 0.06% 413
2022
Q4 		$504K Buy
10,934
+722
+7% +$29.2K 0.06% 421
2022
Q3 		$359K Buy
10,212
+398
+4% +$16.1K 0.04% 519
2022
Q2 		$356K Buy
9,814
+312
+3% +$12.5K 0.04% 551
2022
Q1 		$376K Sell
9,502
-3,914
-29% -$191K 0.03% 560
2021
Q4 		$819K Sell
13,416
-370
-3% -$20.6K 0.06% 405
2021
Q3 		$669K Buy
13,786
+2,292
+20% +$118K 0.05% 424
2021
Q2 		$541K Sell
11,494
-958
-8% -$48.4K 0.04% 515
2021
Q1 		$572K Sell
12,452
-32
-0.3% -$1.39K 0.04% 477
2020
Q4 		$517K Sell
12,484
-3,194
-20% -$151K 0.06% 324
2020
Q3 		$865K Sell
15,678
-678
-4% -$32.5K 0.09% 188
2020
Q2 		$623K Sell
16,356
-222
-1% -$6.56K 0.07% 224
2020
Q1 		$603K Buy
16,578
+632
+4% +$19.2K 0.05% 299
2019
Q4 		$487K Buy
15,946
+402
+3% +$13.8K 0.04% 350
2019
Q3 		$547K Buy
15,544
+5,326
+52% +$166K 0.05% 335
2019
Q2 		$262K Sell
10,218
-1,914
-16% -$48.4K 0.02% 569
2019
Q1 		$271K Sell
12,132
-3,132
-21% -$67K 0.02% 543
2018
Q4 		$280K Sell
15,264
-1,550
-9% -$28.6K 0.02% 600
2018
Q3 		$362K Sell
16,814
-1,190
-7% -$25.9K 0.02% 648
2018
Q2 		$396K Buy
18,004
+7,892
+78% +$177K 0.02% 657
2018
Q1 		$229K Buy
+10,112
New +$241K 0.01% 978

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

Freedom Investment Management's MTH Position: Q1 2024 in Review

Freedom Investment Management sold out of Meritage Homes (MTH) in Q1 2024, closing a stake of 4,090 shares — an estimated $356K sold.

Freedom Investment Management first reported a position in MTH in Q1 2018 and held it in 24 quarters. The position peaked at $865K in Q3 2020. 366 funds tracked by Wall St. Rank hold MTH as of Q1 2024.

  • Freedom Investment Management reported no remaining Meritage Homes position as of Q1 2024 after selling out during the quarter.
  • Freedom Investment Management sold 4,090 Meritage Homes shares in Q1 2024, an estimated $356K.
  • Freedom Investment Management first reported a position in Meritage Homes in Q1 2018 and held it in 24 quarters.
  • Freedom Investment Management's Meritage Homes position peaked at $865K in Q3 2020.
  • 366 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.