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Advisor Group’s M/I Homes MHO Stock Holding History

Advisor Group’s Portfolio MHO Stock Details MHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$101K Buy
2,582
+2,019
+359% +$84.4K ﹤0.01% 2932
2019
Q3 		$22K Buy
563
+450
+398% +$15.5K ﹤0.01% 3897
2019
Q2 		$3K Hold
113
– – ﹤0.01% 4871
2019
Q1 		$3K Buy
113
+68
+151% +$1.77K ﹤0.01% 4853
2018
Q4 		$1K Hold
45
– – ﹤0.01% 4985
2018
Q3 		$1K Sell
45
-1,065
-96% -$27.6K ﹤0.01% 4983
2018
Q2 		$29K Sell
1,110
-298
-21% -$8.88K ﹤0.01% 3478
2018
Q1 		$45K Sell
1,408
-279
-17% -$9.16K ﹤0.01% 3143
2017
Q4 		$58K Buy
1,687
+566
+50% +$18.5K ﹤0.01% 2965
2017
Q3 		$30K Buy
1,121
+514
+85% +$13.3K ﹤0.01% 3310
2017
Q2 		$17K Buy
607
+524
+631% +$14.2K ﹤0.01% 3599
2017
Q1 		$2K Sell
83
-19
-19% -$466 ﹤0.01% 4392
2016
Q4 		$3K Hold
102
– – ﹤0.01% 4118
2016
Q3 		$2K Buy
+102
New +$2.26K ﹤0.01% 4175

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Advisor Group's MHO Position: Q4 2019 in Review

Advisor Group increased its M/I Homes (MHO) stake by 359% in Q4 2019, buying an estimated $84.4K and bringing the position to 2,582 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2932.

Advisor Group first reported a position in MHO in Q3 2016 and has held it in 14 quarters since. 215 funds tracked by Wall St. Rank hold MHO as of Q4 2019.

  • Advisor Group held 2,582 shares of M/I Homes worth $101K as of Q4 2019.
  • Advisor Group bought 2,019 M/I Homes shares in Q4 2019, an estimated $84.4K.
  • M/I Homes made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2932 holding.
  • Advisor Group first reported a position in M/I Homes in Q3 2016 and has held it in 14 quarters since.
  • 215 funds tracked by Wall St. Rank held M/I Homes as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.