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Lee Financial’s Meritage Homes MTH Stock Holding History

Lee Financial’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
2022
Q3 		– Sell
-12
Closed – – 941
2022
Q2 		$0 Hold
12
– – ﹤0.01% 936
2022
Q1 		$0 Sell
12
-26
-68% -$1.27K ﹤0.01% 886
2021
Q4 		$2K Hold
38
– – ﹤0.01% 762
2021
Q3 		$2K Hold
38
– – ﹤0.01% 633
2021
Q2 		$2K Buy
+38
New +$1.92K ﹤0.01% 594

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lee Financial's MTH Position: Q3 2022 in Review

Lee Financial sold out of Meritage Homes (MTH) in Q3 2022, closing a stake of 12 shares.

Lee Financial first reported a position in MTH in Q2 2021 and held it in 5 quarters. The position peaked at $2K in Q4 2021. 272 funds tracked by Wall St. Rank hold MTH as of Q3 2022.

  • Lee Financial reported no remaining Meritage Homes position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 12 Meritage Homes shares in Q3 2022.
  • Lee Financial first reported a position in Meritage Homes in Q2 2021 and held it in 5 quarters.
  • Lee Financial's Meritage Homes position peaked at $2K in Q4 2021.
  • 272 funds tracked by Wall St. Rank held Meritage Homes as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.