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Measured Wealth Private Client Group’s Meritage Homes MTH Stock Holding History

Measured Wealth Private Client Group’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
-2,412
Closed -$247K – 192
2024
Q3 		$247K Sell
2,412
-1,008
-29% -$95.2K 0.08% 151
2024
Q2 		$277K Sell
3,420
-2,306
-40% -$194K 0.1% 156
2024
Q1 		$502K Buy
5,726
+472
+9% +$38.2K 0.18% 96
2023
Q4 		$458K Sell
5,254
-20
-0.4% -$1.38K 0.17% 105
2023
Q3 		$323K Buy
5,274
+802
+18% +$55.1K 0.13% 116
2023
Q2 		$318K Buy
+4,472
New +$281K 0.12% 131

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

Measured Wealth Private Client Group's MTH Position: Q4 2024 in Review

Measured Wealth Private Client Group sold out of Meritage Homes (MTH) in Q4 2024, closing a stake of 2,412 shares — an estimated $247K sold.

Measured Wealth Private Client Group first reported a position in MTH in Q2 2023 and held it in 6 quarters. The position peaked at $502K in Q1 2024. 396 funds tracked by Wall St. Rank hold MTH as of Q4 2024.

  • Measured Wealth Private Client Group reported no remaining Meritage Homes position as of Q4 2024 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 2,412 Meritage Homes shares in Q4 2024, an estimated $247K.
  • Measured Wealth Private Client Group first reported a position in Meritage Homes in Q2 2023 and held it in 6 quarters.
  • Measured Wealth Private Client Group's Meritage Homes position peaked at $502K in Q1 2024.
  • 396 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2024.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2024, filed 27 Jan 2025.