MorganRosel Wealth Management’s Meritage Homes MTH Stock Holding History

MorganRosel 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
2021 Q3	–	Sell	-12,332	Closed	-$580K	–	85
2021 Q2	$580K	Sell	12,332 -5,096	-29%	-$257K	0.33%	58
2021 Q1	$801K	Sell	17,428 -5,000	-22%	-$217K	0.5%	43
2020 Q4	$929K	Buy	22,428 +192	+0.9%	+$9.08K	0.65%	32
2020 Q3	$1.23M	Buy	22,236 +5,262	+31%	+$252K	0.99%	18
2020 Q2	$646K	Sell	16,974 -654	-4%	-$19.3K	0.6%	37
2020 Q1	$322K	Sell	17,628 -1,072	-6%	-$32.5K	0.37%	53
2019 Q4	$571K	Sell	18,700 -2,128	-10%	-$73K	0.43%	50
2019 Q3	$733K	Buy	+20,828	New	+$650K	0.6%	38

Other funds holding MTH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MorganRosel Wealth Management's MTH Position: Q3 2021 in Review

MorganRosel Wealth Management sold out of Meritage Homes (MTH) in Q3 2021, closing a stake of 12,332 shares — an estimated $580K sold.

MorganRosel Wealth Management first reported a position in MTH in Q3 2019 and held it in 8 quarters. The position peaked at $1.23M in Q3 2020. 289 funds tracked by Wall St. Rank hold MTH as of Q3 2021.

MorganRosel Wealth Management reported no remaining Meritage Homes position as of Q3 2021 after selling out during the quarter.
MorganRosel Wealth Management sold 12,332 Meritage Homes shares in Q3 2021, an estimated $580K.
MorganRosel Wealth Management first reported a position in Meritage Homes in Q3 2019 and held it in 8 quarters.
MorganRosel Wealth Management's Meritage Homes position peaked at $1.23M in Q3 2020.
289 funds tracked by Wall St. Rank held Meritage Homes as of Q3 2021.

Based on MorganRosel Wealth Management's 13F filing for Q3 2021, filed 26 Oct 2021.