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Harvest Group Wealth Management’s Meritage Homes MTH Stock Holding History

Harvest Group Wealth 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
2020
Q1 		– Sell
-206
Closed -$6K – 807
2019
Q4 		$6K Hold
206
– – 0.01% 327
2019
Q3 		$7K Hold
206
– – 0.01% 318
2019
Q2 		$5K Hold
206
– – 0.01% 353
2019
Q1 		$5K Buy
+206
New +$4.41K ﹤0.01% 387

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Group Wealth Management's MTH Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Meritage Homes (MTH) in Q1 2020, closing a stake of 206 shares — an estimated $6K sold.

Harvest Group Wealth Management first reported a position in MTH in Q1 2019 and held it in 4 quarters. The position peaked at $7K in Q3 2019. 235 funds tracked by Wall St. Rank hold MTH as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Meritage Homes position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 206 Meritage Homes shares in Q1 2020, an estimated $6K.
  • Harvest Group Wealth Management first reported a position in Meritage Homes in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Meritage Homes position peaked at $7K in Q3 2019.
  • 235 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.