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Sugarloaf Wealth Management’s Meritage Homes MTH Stock Holding History

Sugarloaf Wealth Management’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
Q4 		– Sell
-26
Closed -$1.59K – 696
2023
Q3 		$1.59K Sell
26
-104
-80% -$7.15K ﹤0.01% 612
2023
Q2 		$9.25K Buy
+130
New +$8.16K ﹤0.01% 483

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Sugarloaf Wealth Management's MTH Position: Q4 2023 in Review

Sugarloaf Wealth Management sold out of Meritage Homes (MTH) in Q4 2023, closing a stake of 26 shares — an estimated $1.59K sold.

Sugarloaf Wealth Management first reported a position in MTH in Q2 2023 and held it in 2 quarters. The position peaked at $9.25K in Q2 2023. 370 funds tracked by Wall St. Rank hold MTH as of Q4 2023.

  • Sugarloaf Wealth Management reported no remaining Meritage Homes position as of Q4 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 26 Meritage Homes shares in Q4 2023, an estimated $1.59K.
  • Sugarloaf Wealth Management first reported a position in Meritage Homes in Q2 2023 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Meritage Homes position peaked at $9.25K in Q2 2023.
  • 370 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.