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Richardson Financial Services’s Meritage Homes MTH Stock Holding History

Richardson Financial Services’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
Q1 		– Sell
-102
Closed -$8.88K – 635
2023
Q4 		$8.88K Buy
+102
New +$7.03K 0.01% 321

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Richardson Financial Services's MTH Position: Q1 2024 in Review

Richardson Financial Services sold out of Meritage Homes (MTH) in Q1 2024, closing a stake of 102 shares — an estimated $8.88K sold.

Richardson Financial Services first reported a position in MTH in Q4 2023 and held it in 1 quarter. The position peaked at $8.88K in Q4 2023. 366 funds tracked by Wall St. Rank hold MTH as of Q1 2024.

  • Richardson Financial Services reported no remaining Meritage Homes position as of Q1 2024 after selling out during the quarter.
  • Richardson Financial Services sold 102 Meritage Homes shares in Q1 2024, an estimated $8.88K.
  • Richardson Financial Services first reported a position in Meritage Homes in Q4 2023 and held it in 1 quarter.
  • Richardson Financial Services's Meritage Homes position peaked at $8.88K in Q4 2023.
  • 366 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2024.

Based on Richardson Financial Services's 13F filing for Q1 2024, filed 3 May 2024.