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Phase 2 Partners’s Meritage Homes MTH Stock Holding History

Phase 2 Partners’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 		$5.45M Buy
70,872
+4,274
+6% +$390K 4.09% 11
2024
Q3 		$6.83M Buy
+66,598
New +$6.29M 4.03% 8

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

Phase 2 Partners's MTH Position: Q4 2024 in Review

Phase 2 Partners increased its Meritage Homes (MTH) stake by 6.4% in Q4 2024, buying an estimated $390K and bringing the position to 70,872 shares worth $5.45M. The position accounts for 4.09% of the portfolio, ranked #11.

Phase 2 Partners first reported a position in MTH in Q3 2024 and has held it in 2 quarters since. The position peaked at $6.83M in Q3 2024. 396 funds tracked by Wall St. Rank hold MTH as of Q4 2024.

  • Phase 2 Partners held 70,872 shares of Meritage Homes worth $5.45M as of Q4 2024.
  • Phase 2 Partners bought 4,274 Meritage Homes shares in Q4 2024, an estimated $390K.
  • Meritage Homes made up 4.09% of Phase 2 Partners's portfolio in Q4 2024, its #11 holding.
  • Phase 2 Partners first reported a position in Meritage Homes in Q3 2024 and has held it in 2 quarters since.
  • Phase 2 Partners's Meritage Homes position peaked at $6.83M in Q3 2024.
  • 396 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2024.

Based on Phase 2 Partners's 13F filing for Q4 2024, filed 14 Feb 2025.