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Sutton Wealth Advisors’s Meritage Homes MTH Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-1,438
Closed -$66.3K – 1273
2022
Q4 		$66.3K Sell
1,438
-4
-0.3% -$162 0.03% 319
2022
Q3 		$50.7K Buy
1,442
+12
+0.8% +$486 0.02% 376
2022
Q2 		$51.8K Sell
1,430
-2
-0.1% -$80 0.02% 373
2022
Q1 		$56.7K Sell
1,432
-10
-0.7% -$489 0.02% 366
2021
Q4 		$88K Buy
1,442
+16
+1% +$893 0.03% 285
2021
Q3 		$69.2K Hold
1,426
– – 0.03% 312
2021
Q2 		$67.1K Hold
1,426
– – 0.02% 331
2021
Q1 		$65.5K Hold
1,426
– – 0.03% 322
2020
Q4 		$59.1K Hold
1,426
– – 0.03% 315
2020
Q3 		$78.7K Hold
1,426
– – 0.04% 232
2020
Q2 		$54.3K Hold
1,426
– – 0.03% 283
2020
Q1 		$26K Hold
1,426
– – 0.02% 404
2019
Q4 		$43.6K Hold
1,426
– – 0.02% 340
2019
Q3 		$50.2K Hold
1,426
– – 0.03% 306
2019
Q2 		$36.6K Hold
1,426
– – 0.02% 384
2019
Q1 		$31.9K Hold
1,426
– – 0.02% 423
2018
Q4 		$26.2K Hold
1,426
– – 0.02% 436
2018
Q3 		$28.4K Hold
1,426
– – 0.02% 463
2018
Q2 		$31.3K Hold
1,426
– – 0.02% 418
2018
Q1 		$32.3K Hold
1,426
– – 0.02% 394
2017
Q4 		$36.5K Hold
1,426
– – 0.03% 358
2017
Q3 		$31.7K Hold
1,426
– – 0.02% 387
2017
Q2 		$30.1K Hold
1,426
– – 0.02% 396
2017
Q1 		$26.2K Hold
1,426
– – 0.02% 413
2016
Q4 		$24.8K Hold
1,426
– – 0.02% 431
2016
Q3 		$24.7K Hold
1,426
– – 0.02% 400
2016
Q2 		$26.8K Hold
1,426
– – 0.03% 369
2016
Q1 		$26K Buy
+1,426
New +$22.7K 0.02% 369

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
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

Sutton Wealth Advisors's MTH Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Meritage Homes (MTH) in Q1 2023, closing a stake of 1,438 shares — an estimated $66.3K sold.

Sutton Wealth Advisors first reported a position in MTH in Q1 2016 and held it in 28 quarters. The position peaked at $88K in Q4 2021. 314 funds tracked by Wall St. Rank hold MTH as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Meritage Homes position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,438 Meritage Homes shares in Q1 2023, an estimated $66.3K.
  • Sutton Wealth Advisors first reported a position in Meritage Homes in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Meritage Homes position peaked at $88K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.