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

Aperio 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
2020
Q4 		$1.01M Buy
22,905
+340
+2% +$15.3K ﹤0.01% 1578
2020
Q3 		$1.04M Sell
22,565
-1,211
-5% -$50.4K ﹤0.01% 1428
2020
Q2 		$819K Sell
23,776
-2,565
-10% -$70.2K ﹤0.01% 1508
2020
Q1 		$435K Sell
26,341
-1,103
-4% -$39.9K ﹤0.01% 1724
2019
Q4 		$1.08M Sell
27,444
-189
-0.7% -$7.91K ﹤0.01% 1398
2019
Q3 		$1.04M Sell
27,633
-12,311
-31% -$423K ﹤0.01% 1373
2019
Q2 		$1.14M Buy
39,944
+9,782
+32% +$276K ﹤0.01% 1345
2019
Q1 		$803K Buy
30,162
+623
+2% +$16.2K ﹤0.01% 1478
2018
Q4 		$621K Sell
29,539
-2,596
-8% -$59.9K ﹤0.01% 1567
2018
Q3 		$769K Buy
32,135
+6,115
+24% +$159K ﹤0.01% 1546
2018
Q2 		$689K Sell
26,020
-4,142
-14% -$123K ﹤0.01% 1588
2018
Q1 		$961K Buy
30,162
+391
+1% +$12.8K ﹤0.01% 1346
2017
Q4 		$1.02M Buy
29,771
+4,656
+19% +$152K 0.01% 1289
2017
Q3 		$671K Sell
25,115
-3,983
-14% -$103K ﹤0.01% 1509
2017
Q2 		$831K Buy
29,098
+9,089
+45% +$247K 0.01% 1334
2017
Q1 		$490K Buy
20,009
+7,468
+60% +$183K ﹤0.01% 1559
2016
Q4 		$316K Buy
+12,541
New +$295K ﹤0.01% 1768

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

Aperio Group's MHO Position: Q4 2020 in Review

Aperio Group increased its M/I Homes (MHO) stake by 1.5% in Q4 2020, buying an estimated $15.3K and bringing the position to 22,905 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Aperio Group first reported a position in MHO in Q4 2016 and has held it in 17 quarters since. The position peaked at $1.14M in Q2 2019. 213 funds tracked by Wall St. Rank hold MHO as of Q4 2020.

  • Aperio Group held 22,905 shares of M/I Homes worth $1.01M as of Q4 2020.
  • Aperio Group bought 340 M/I Homes shares in Q4 2020, an estimated $15.3K.
  • M/I Homes made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1578 holding.
  • Aperio Group first reported a position in M/I Homes in Q4 2016 and has held it in 17 quarters since.
  • Aperio Group's M/I Homes position peaked at $1.14M in Q2 2019.
  • 213 funds tracked by Wall St. Rank held M/I Homes as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.