Apogem Capital’s M/I Homes MHO Stock Holding History

Apogem Capital’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
2021 Q4	–	Sell	-6,006	Closed	-$347K	–	197
2021 Q3	$347K	Sell	6,006 -8	-0.1%	-$490	0.22%	138
2021 Q2	$353K	Buy	+6,014	New	+$388K	0.23%	135

Other funds holding MHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Apogem Capital's MHO Position: Q4 2021 in Review

Apogem Capital sold out of M/I Homes (MHO) in Q4 2021, closing a stake of 6,006 shares — an estimated $347K sold.

Apogem Capital first reported a position in MHO in Q2 2021 and held it in 2 quarters. The position peaked at $353K in Q2 2021. 224 funds tracked by Wall St. Rank hold MHO as of Q4 2021.

Apogem Capital reported no remaining M/I Homes position as of Q4 2021 after selling out during the quarter.
Apogem Capital sold 6,006 M/I Homes shares in Q4 2021, an estimated $347K.
Apogem Capital first reported a position in M/I Homes in Q2 2021 and held it in 2 quarters.
Apogem Capital's M/I Homes position peaked at $353K in Q2 2021.
224 funds tracked by Wall St. Rank held M/I Homes as of Q4 2021.

Based on Apogem Capital's 13F filing for Q4 2021, filed 14 Feb 2022.