Neumeier Poma Investment Counsel’s Meritage Homes MTH Stock Holding History

Neumeier Poma Investment Counsel’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	-285,400	Closed	-$29.3M	–	46
2024 Q3	$29.3M	Buy	285,400 +149,760	+110%	+$14.1M	2.79%	15
2024 Q2	$11M	Sell	135,640 -5,480	-4%	-$461K	1%	39
2024 Q1	$12.4M	Sell	141,120 -262,710	-65%	-$21.3M	1.14%	35
2023 Q4	$35.2M	Buy	403,830 +118,370	+41%	+$8.16M	3.13%	16
2023 Q3	$17.5M	Sell	285,460 -123,360	-30%	-$8.48M	1.71%	28
2023 Q2	$29.1M	Buy	408,820 +61,480	+18%	+$3.86M	2.66%	17
2023 Q1	$20.3M	Sell	347,340 -159,060	-31%	-$8.55M	1.89%	26
2022 Q4	$23.3M	Buy	+506,400	New	+$20.5M	2.17%	22

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Neumeier Poma Investment Counsel's MTH Position: Q4 2024 in Review

Neumeier Poma Investment Counsel sold out of Meritage Homes (MTH) in Q4 2024, closing a stake of 285,400 shares — an estimated $29.3M sold.

Neumeier Poma Investment Counsel first reported a position in MTH in Q4 2022 and held it in 8 quarters. The position peaked at $35.2M in Q4 2023. 396 funds tracked by Wall St. Rank hold MTH as of Q4 2024.

Neumeier Poma Investment Counsel reported no remaining Meritage Homes position as of Q4 2024 after selling out during the quarter.
Neumeier Poma Investment Counsel sold 285,400 Meritage Homes shares in Q4 2024, an estimated $29.3M.
Neumeier Poma Investment Counsel first reported a position in Meritage Homes in Q4 2022 and held it in 8 quarters.
Neumeier Poma Investment Counsel's Meritage Homes position peaked at $35.2M in Q4 2023.
396 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2024.

Based on Neumeier Poma Investment Counsel's 13F filing for Q4 2024, filed 12 Feb 2025.