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Sonora Investment Management Group’s Meritage Homes MTH Stock Holding History

Sonora Investment Management 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
2023
Q2 		– Sell
-22,250
Closed -$1.3M – 277
2023
Q1 		$1.3M Hold
22,250
– – 0.11% 119
2022
Q4 		$1.03M Hold
22,250
– – 0.09% 134
2022
Q3 		$807K Hold
22,250
– – 0.1% 110
2022
Q2 		$807K Hold
22,250
– – 0.08% 140
2022
Q1 		$881K Hold
22,250
– – 0.1% 115
2021
Q4 		$1.36M Buy
+22,250
New +$1.24M 0.16% 96

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sonora Investment Management Group's MTH Position: Q2 2023 in Review

Sonora Investment Management Group sold out of Meritage Homes (MTH) in Q2 2023, closing a stake of 22,250 shares — an estimated $1.3M sold.

Sonora Investment Management Group first reported a position in MTH in Q4 2021 and held it in 6 quarters. The position peaked at $1.36M in Q4 2021. 336 funds tracked by Wall St. Rank hold MTH as of Q2 2023.

  • Sonora Investment Management Group reported no remaining Meritage Homes position as of Q2 2023 after selling out during the quarter.
  • Sonora Investment Management Group sold 22,250 Meritage Homes shares in Q2 2023, an estimated $1.3M.
  • Sonora Investment Management Group first reported a position in Meritage Homes in Q4 2021 and held it in 6 quarters.
  • Sonora Investment Management Group's Meritage Homes position peaked at $1.36M in Q4 2021.
  • 336 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2023.

Based on Sonora Investment Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.