Lido Advisors
MTH icon

Lido Advisors’s Meritage Homes MTH Stock Holding History

Lido Advisors’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
Q4 		– Sell
-2,506
Closed -$257K – 1565
2024
Q3 		$257K Sell
2,506
-3,162
-56% -$299K ﹤0.01% 1221
2024
Q2 		$459K Sell
5,668
-162
-3% -$13.6K ﹤0.01% 954
2024
Q1 		$511K Buy
5,830
+330
+6% +$26.7K ﹤0.01% 896
2023
Q4 		$479K Sell
5,500
-770
-12% -$53.1K ﹤0.01% 874
2023
Q3 		$384K Buy
+6,270
New +$431K ﹤0.01% 837
2022
Q2 		– Sell
-8,036
Closed -$318K – 1018
2022
Q1 		$318K Buy
+8,036
New +$393K ﹤0.01% 796

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Lido Advisors's MTH Position: Q4 2024 in Review

Lido Advisors sold out of Meritage Homes (MTH) in Q4 2024, closing a stake of 2,506 shares — an estimated $257K sold.

Lido Advisors first reported a position in MTH in Q1 2022 and held it in 6 quarters. The position peaked at $511K in Q1 2024. 396 funds tracked by Wall St. Rank hold MTH as of Q4 2024.

  • Lido Advisors reported no remaining Meritage Homes position as of Q4 2024 after selling out during the quarter.
  • Lido Advisors sold 2,506 Meritage Homes shares in Q4 2024, an estimated $257K.
  • Lido Advisors first reported a position in Meritage Homes in Q1 2022 and held it in 6 quarters.
  • Lido Advisors's Meritage Homes position peaked at $511K in Q1 2024.
  • 396 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2024.

Based on Lido Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.