Surevest’s Meritage Homes MTH Stock Holding History

Surevest’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	-880	Closed	-$54K	–	549
2021 Q4	$54K	Buy	+880	New	+$49.1K	0.01%	186

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

Surevest's MTH Position: Q1 2022 in Review

Surevest sold out of Meritage Homes (MTH) in Q1 2022, closing a stake of 880 shares — an estimated $54K sold.

Surevest first reported a position in MTH in Q4 2021 and held it in 1 quarter. The position peaked at $54K in Q4 2021. 279 funds tracked by Wall St. Rank hold MTH as of Q1 2022.

Surevest reported no remaining Meritage Homes position as of Q1 2022 after selling out during the quarter.
Surevest sold 880 Meritage Homes shares in Q1 2022, an estimated $54K.
Surevest first reported a position in Meritage Homes in Q4 2021 and held it in 1 quarter.
Surevest's Meritage Homes position peaked at $54K in Q4 2021.
279 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2022.

Based on Surevest's 13F filing for Q1 2022, filed 16 May 2022.