Sageworth Trust’s Meritage Homes MTH Stock Holding History

Sageworth Trust’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
2022 Q1	–	Sell	-96	Closed	-$6K	–	617
2021 Q4	$6K	Sell	96 -324	-77%	-$18.1K	﹤0.01%	359
2021 Q3	$20K	Hold	420	–	–	﹤0.01%	366
2021 Q2	$20K	Buy	+420	New	+$21.2K	﹤0.01%	398

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sageworth Trust's MTH Position: Q1 2022 in Review

Sageworth Trust sold out of Meritage Homes (MTH) in Q1 2022, closing a stake of 96 shares — an estimated $6K sold.

Sageworth Trust first reported a position in MTH in Q2 2021 and held it in 3 quarters. The position peaked at $20K in Q3 2021. 279 funds tracked by Wall St. Rank hold MTH as of Q1 2022.

Sageworth Trust reported no remaining Meritage Homes position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 96 Meritage Homes shares in Q1 2022, an estimated $6K.
Sageworth Trust first reported a position in Meritage Homes in Q2 2021 and held it in 3 quarters.
Sageworth Trust's Meritage Homes position peaked at $20K in Q3 2021.
279 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.