Empfehlung
10,9
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
48.5
6 neu, 11 erhöht, 3,6M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | MERITAGE PORTFOLIO MANAGEMENT |
|---|---|
| Ticker | |
| CIK | 0000881432 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:33:37.828419 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| MERITAGE PORTFOLIO MANAGEMENT | 675,774 | 652,583 | 23,191 | 9,159,666 | Aufgestockt | +3,6% | |
| Ramirez Asset Management, Inc. | 73,906 | 73,906 | 0 | 2,853,089 | Unverändert | 0,0% | |
| RHUMBLINE ADVISERS | 72,259 | 46,645 | 25,614 | 2,684,011 | Aufgestockt | +54,9% | |
| MITCHELL CAPITAL MANAGEMENT CO | 43,004 | 43,459 | -455 | 2,341,138 | Reduziert | -1,0% | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 52,942 | 47,349 | 5,593 | 1,735,483 | Aufgestockt | +11,8% | |
| Ativo Capital Management LLC | 38,765 | 0 | 38,765 | 1,409,465 | Neu | +100,0% | |
| GAMMA Investing LLC | 31,343 | 28,991 | 2,352 | 838,714 | Aufgestockt | +8,1% | |
| PARADIGM ASSET MANAGEMENT CO LLC | 2,826 | 2,826 | 0 | 118,471 | Unverändert | 0,0% | |
| Hara Capital LLC | 10,000 | 0 | 10,000 | 90,200 | Neu | +100,0% | |
| Westside Investment Management, Inc. | 1,965 | 1,965 | 0 | 50,582 | Unverändert | 0,0% | |
| Salomon & Ludwin, LLC | 1,111 | 1,153 | -42 | 36,523 | Reduziert | -3,6% | |
| Brooklyn Investment Group | 582 | 0 | 582 | 13,448 | Neu | +100,0% | |
| Ancora Advisors LLC | 244 | 0 | 244 | 10,059 | Neu | +100,0% | |
| Steigerwald, Gordon & Koch Inc. | 76 | 0 | 76 | 4,072 | Neu | +100,0% | |
| IMA Advisory Services, Inc. | 53 | 0 | 53 | 2,885 | Neu | +100,0% | |
| ORG Partners LLC | 142 | 127 | 15 | 2,226 | Aufgestockt | +11,8% | |
| Sterling Investment Advisors, Ltd. | 65,000 | 65,000 | 0 | 0 | Unverändert | 0,0% | |
| Bollard Group LLC | 16 | 0 | 16 | 0 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| MERITAGE PORTFOLIO MANAGEMENT | 675,774 | 9,159,666 | 43.12 |
| Ramirez Asset Management, Inc. | 73,906 | 2,853,089 | 13.43 |
| RHUMBLINE ADVISERS | 72,259 | 2,684,011 | 12.64 |
| MITCHELL CAPITAL MANAGEMENT CO | 43,004 | 2,341,138 | 11.02 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 52,942 | 1,735,483 | 8.17 |
| Ativo Capital Management LLC | 38,765 | 1,409,465 | 6.64 |
| GAMMA Investing LLC | 31,343 | 838,714 | 3.95 |
| PARADIGM ASSET MANAGEMENT CO LLC | 2,826 | 118,471 | 0.56 |
| Westside Investment Management, Inc. | 1,965 | 50,582 | 0.24 |
| Salomon & Ludwin, LLC | 1,111 | 36,523 | 0.17 |
| Ancora Advisors LLC | 244 | 10,059 | 0.05 |
| IMA Advisory Services, Inc. | 53 | 2,885 | 0.01 |
| ORG Partners LLC | 142 | 2,226 | 0.01 |
| Sterling Investment Advisors, Ltd. | 65,000 | 0 | 0.00 |