API
MHO icon

Advisor Partners II’s M/I Homes MHO Stock Holding History

Advisor Partners II’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
2023
Q3 		$250K Sell
2,969
-98
-3% -$9.06K 0.01% 1056
2023
Q2 		$267K Buy
+3,067
New +$217K 0.01% 854

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Advisor Partners II's MHO Position: Q3 2023 in Review

Advisor Partners II reduced its M/I Homes (MHO) stake by 3.2% in Q3 2023, selling an estimated $9.06K and leaving 2,969 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #1056.

Advisor Partners II first reported a position in MHO in Q2 2023 and has held it in 2 quarters since. The position peaked at $267K in Q2 2023. 261 funds tracked by Wall St. Rank hold MHO as of Q3 2023.

  • Advisor Partners II held 2,969 shares of M/I Homes worth $250K as of Q3 2023.
  • Advisor Partners II sold 98 M/I Homes shares in Q3 2023, an estimated $9.06K.
  • M/I Homes made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #1056 holding.
  • Advisor Partners II first reported a position in M/I Homes in Q2 2023 and has held it in 2 quarters since.
  • Advisor Partners II's M/I Homes position peaked at $267K in Q2 2023.
  • 261 funds tracked by Wall St. Rank held M/I Homes as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.