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Annex Advisory Services’s M/I Homes MHO Stock Holding History

Annex Advisory Services’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
Q4 		– Sell
-3,475
Closed -$292K – 281
2023
Q3 		$292K Sell
3,475
-546
-14% -$50.5K 0.02% 201
2023
Q2 		$351K Buy
4,021
+656
+19% +$46.4K 0.02% 170
2023
Q1 		$212K Buy
+3,365
New +$194K 0.01% 227

Other funds holding MHO

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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Annex Advisory Services's MHO Position: Q4 2023 in Review

Annex Advisory Services sold out of M/I Homes (MHO) in Q4 2023, closing a stake of 3,475 shares — an estimated $292K sold.

Annex Advisory Services first reported a position in MHO in Q1 2023 and held it in 3 quarters. The position peaked at $351K in Q2 2023. 283 funds tracked by Wall St. Rank hold MHO as of Q4 2023.

  • Annex Advisory Services reported no remaining M/I Homes position as of Q4 2023 after selling out during the quarter.
  • Annex Advisory Services sold 3,475 M/I Homes shares in Q4 2023, an estimated $292K.
  • Annex Advisory Services first reported a position in M/I Homes in Q1 2023 and held it in 3 quarters.
  • Annex Advisory Services's M/I Homes position peaked at $351K in Q2 2023.
  • 283 funds tracked by Wall St. Rank held M/I Homes as of Q4 2023.

Based on Annex Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.