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Sowell Financial Services’s Meritage Homes MTH Stock Holding History

Sowell 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
2021
Q1 		– Sell
-24
Closed -$1K – 3227
2020
Q4 		$1K Buy
+24
New +$1.14K ﹤0.01% 2598

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EARNEST Partners
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T. Rowe Price Associates
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Fisher Asset Management
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State Street
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sowell Financial Services's MTH Position: Q1 2021 in Review

Sowell Financial Services sold out of Meritage Homes (MTH) in Q1 2021, closing a stake of 24 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in MTH in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 282 funds tracked by Wall St. Rank hold MTH as of Q1 2021.

  • Sowell Financial Services reported no remaining Meritage Homes position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 24 Meritage Homes shares in Q1 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Meritage Homes in Q4 2020 and held it in 1 quarter.
  • Sowell Financial Services's Meritage Homes position peaked at $1K in Q4 2020.
  • 282 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.