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Lindbrook Capital’s Meritage Homes MTH Stock Holding History

Lindbrook 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
2025
Q1 		$37.6K Buy
531
+47
+10% +$3.53K ﹤0.01% 1115
2024
Q4 		$37.2K Sell
484
-64
-12% -$5.84K ﹤0.01% 943
2024
Q3 		$56.2K Buy
548
+10
+2% +$944 0.01% 770
2024
Q2 		$43.5K Buy
538
+128
+31% +$10.8K ﹤0.01% 854
2024
Q1 		$36K Hold
410
– – ﹤0.01% 919
2023
Q4 		$35.7K Buy
410
+196
+92% +$13.5K ﹤0.01% 891
2023
Q3 		$13.1K Hold
214
– – ﹤0.01% 1275
2023
Q2 		$15.2K Buy
214
+4
+2% +$251 ﹤0.01% 1232
2023
Q1 		$12.3K Buy
210
+6
+3% +$323 ﹤0.01% 1318
2022
Q4 		$9.4K Buy
204
+162
+386% +$6.55K ﹤0.01% 1466
2022
Q3 		$1K Hold
42
– – ﹤0.01% 2410
2022
Q2 		$2K Sell
42
-88
-68% -$3.51K ﹤0.01% 2000
2022
Q1 		$5K Buy
130
+116
+829% +$5.67K ﹤0.01% 1595
2021
Q4 		$1K Buy
14
+4
+40% +$223 ﹤0.01% 1955
2021
Q3 		$0 Buy
+10
New +$515 ﹤0.01% 1950

Other funds holding MTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Lindbrook Capital's MTH Position: Q1 2025 in Review

Lindbrook Capital increased its Meritage Homes (MTH) stake by 9.7% in Q1 2025, buying an estimated $3.53K and bringing the position to 531 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Lindbrook Capital first reported a position in MTH in Q3 2021 and has held it in 15 quarters since. The position peaked at $56.2K in Q3 2024. 391 funds tracked by Wall St. Rank hold MTH as of Q1 2025.

  • Lindbrook Capital held 531 shares of Meritage Homes worth $37.6K as of Q1 2025.
  • Lindbrook Capital bought 47 Meritage Homes shares in Q1 2025, an estimated $3.53K.
  • Meritage Homes made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1115 holding.
  • Lindbrook Capital first reported a position in Meritage Homes in Q3 2021 and has held it in 15 quarters since.
  • Lindbrook Capital's Meritage Homes position peaked at $56.2K in Q3 2024.
  • 391 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.