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Planned Solutions’s Meritage Homes MTH Stock Holding History

Planned Solutions’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
-1,890
Closed -$194K – 437
2024
Q3 		$194K Buy
+1,890
New +$178K 0.08% 116
2024
Q1 		– Sell
-1,650
Closed -$144K – 374
2023
Q4 		$144K Buy
+1,650
New +$114K 0.07% 125
2021
Q1 		– Sell
-1,300
Closed -$54K – 280
2020
Q4 		$54K Buy
+1,300
New +$61.5K 0.04% 184

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

Planned Solutions's MTH Position: Q4 2024 in Review

Planned Solutions sold out of Meritage Homes (MTH) in Q4 2024, closing a stake of 1,890 shares — an estimated $194K sold.

Planned Solutions first reported a position in MTH in Q4 2020 and held it in 3 quarters. The position peaked at $194K in Q3 2024. 396 funds tracked by Wall St. Rank hold MTH as of Q4 2024.

  • Planned Solutions reported no remaining Meritage Homes position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,890 Meritage Homes shares in Q4 2024, an estimated $194K.
  • Planned Solutions first reported a position in Meritage Homes in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's Meritage Homes position peaked at $194K in Q3 2024.
  • 396 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.