AW
MHO icon

Alpha Windward’s M/I Homes MHO Stock Holding History

Alpha Windward’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
2020
Q4 		– Sell
-8,820
Closed -$406K – 210
2020
Q3 		$406K Buy
+8,820
New +$367K 0.3% 108
2020
Q1 		– Sell
-11,100
Closed -$437K – 412
2019
Q4 		$437K Buy
+11,100
New +$464K 0.28% 154
2018
Q2 		– Sell
-15,420
Closed -$491K – 429
2018
Q1 		$491K Buy
+15,420
New +$506K 0.31% 111

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alpha Windward's MHO Position: Q4 2020 in Review

Alpha Windward sold out of M/I Homes (MHO) in Q4 2020, closing a stake of 8,820 shares — an estimated $406K sold.

Alpha Windward first reported a position in MHO in Q1 2018 and held it in 3 quarters. The position peaked at $491K in Q1 2018. 213 funds tracked by Wall St. Rank hold MHO as of Q4 2020.

  • Alpha Windward reported no remaining M/I Homes position as of Q4 2020 after selling out during the quarter.
  • Alpha Windward sold 8,820 M/I Homes shares in Q4 2020, an estimated $406K.
  • Alpha Windward first reported a position in M/I Homes in Q1 2018 and held it in 3 quarters.
  • Alpha Windward's M/I Homes position peaked at $491K in Q1 2018.
  • 213 funds tracked by Wall St. Rank held M/I Homes as of Q4 2020.

Based on Alpha Windward's 13F filing for Q4 2020.