Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Meritage Homes MTH Stock Holding History

Sumitomo Mitsui Trust 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
2024
Q4 		– Sell
-3,800
Closed -$390K – 1056
2024
Q3 		$390K Hold
3,800
– – ﹤0.01% 992
2024
Q2 		$308K Hold
3,800
– – ﹤0.01% 1009
2024
Q1 		$333K Sell
3,800
-1,800
-32% -$146K ﹤0.01% 1058
2023
Q4 		$488K Sell
5,600
-200
-3% -$13.8K ﹤0.01% 1044
2023
Q3 		$355K Hold
5,800
– – ﹤0.01% 1080
2023
Q2 		$413K Buy
+5,800
New +$364K ﹤0.01% 1078
2022
Q2 		– Sell
-10,800
Closed -$428K – 1248
2022
Q1 		$428K Sell
10,800
-600
-5% -$29.3K ﹤0.01% 1122
2021
Q4 		$696K Sell
11,400
-3,200
-22% -$179K ﹤0.01% 1064
2021
Q3 		$708K Sell
14,600
-3,000
-17% -$155K ﹤0.01% 1070
2021
Q2 		$828K Hold
17,600
– – ﹤0.01% 1062
2021
Q1 		$809K Hold
17,600
– – ﹤0.01% 1035
2020
Q4 		$729K Sell
17,600
-3,000
-15% -$142K ﹤0.01% 1034
2020
Q3 		$1.14M Sell
20,600
-9,200
-31% -$441K ﹤0.01% 952
2020
Q2 		$1.13M Sell
29,800
-6,400
-18% -$189K ﹤0.01% 949
2020
Q1 		$661K Sell
36,200
-6,600
-15% -$200K ﹤0.01% 975
2019
Q4 		$1.31M Sell
42,800
-1,800
-4% -$61.8K ﹤0.01% 931
2019
Q3 		$1.57M Buy
+44,600
New +$1.39M ﹤0.01% 903

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Sumitomo Mitsui Trust Group's MTH Position: Q4 2024 in Review

Sumitomo Mitsui Trust Group sold out of Meritage Homes (MTH) in Q4 2024, closing a stake of 3,800 shares — an estimated $390K sold.

Sumitomo Mitsui Trust Group first reported a position in MTH in Q3 2019 and held it in 17 quarters. The position peaked at $1.57M in Q3 2019. 396 funds tracked by Wall St. Rank hold MTH as of Q4 2024.

  • Sumitomo Mitsui Trust Group reported no remaining Meritage Homes position as of Q4 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 3,800 Meritage Homes shares in Q4 2024, an estimated $390K.
  • Sumitomo Mitsui Trust Group first reported a position in Meritage Homes in Q3 2019 and held it in 17 quarters.
  • Sumitomo Mitsui Trust Group's Meritage Homes position peaked at $1.57M in Q3 2019.
  • 396 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2024, filed 28 Jan 2025.