Renaissance Group’s Meritage Homes MTH Stock Holding History

Renaissance 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 Q3	–	Sell	-35,378	Closed	-$2.86M	–	249
2024 Q2	$2.86M	Buy	35,378 +2,934	+9%	+$247K	0.11%	156
2024 Q1	$2.85M	Sell	32,444 -388	-1%	-$31.4K	0.11%	150
2023 Q4	$2.86M	Buy	32,832 +1,932	+6%	+$133K	0.12%	124
2023 Q3	$1.89M	Buy	30,900 +344	+1%	+$23.6K	0.09%	163
2023 Q2	$2.17M	Buy	30,556 +1,580	+5%	+$99.2K	0.09%	134
2023 Q1	$1.69M	Buy	+28,976	New	+$1.56M	0.08%	159
2022 Q1	–	Sell	-27,772	Closed	-$1.7M	–	279
2021 Q4	$1.7M	Buy	27,772 +1,220	+5%	+$68.1K	0.07%	123
2021 Q3	$1.29M	Buy	26,552 +4,990	+23%	+$257K	0.06%	132
2021 Q2	$1.01M	Sell	21,562 -5,138	-19%	-$259K	0.04%	168
2021 Q1	$1.23M	Buy	+26,700	New	+$1.16M	0.05%	138
2014 Q2	–	Sell	-11,364	Closed	-$238K	–	283
2014 Q1	$238K	Buy	11,364 +960	+9%	+$21.9K	0.01%	191
2013 Q4	$250K	Sell	10,404 -370	-3%	-$8.02K	0.01%	194
2013 Q3	$231K	Buy	+10,774	New	+$231K	0.01%	189

Other funds holding MTH

BlackRock New York $5.7T 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

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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