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Aspen Investment Management’s M/I Homes MHO Stock Holding History

Aspen Investment Management’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
2025
Q1 		– Sell
-3,960
Closed -$526K – 150
2024
Q4 		$526K Buy
3,960
+2,080
+111% +$327K 0.24% 96
2024
Q3 		$322K Buy
1,880
+10
+0.5% +$1.52K 0.15% 125
2024
Q2 		$228K Buy
1,870
+10
+0.5% +$1.22K 0.11% 140
2024
Q1 		$254K Buy
1,860
+50
+3% +$6.35K 0.13% 139
2023
Q4 		$249K Buy
+1,810
New +$181K 0.14% 130

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Aspen Investment Management's MHO Position: Q1 2025 in Review

Aspen Investment Management sold out of M/I Homes (MHO) in Q1 2025, closing a stake of 3,960 shares — an estimated $526K sold.

Aspen Investment Management first reported a position in MHO in Q4 2023 and held it in 5 quarters. The position peaked at $526K in Q4 2024. 321 funds tracked by Wall St. Rank hold MHO as of Q1 2025.

  • Aspen Investment Management reported no remaining M/I Homes position as of Q1 2025 after selling out during the quarter.
  • Aspen Investment Management sold 3,960 M/I Homes shares in Q1 2025, an estimated $526K.
  • Aspen Investment Management first reported a position in M/I Homes in Q4 2023 and held it in 5 quarters.
  • Aspen Investment Management's M/I Homes position peaked at $526K in Q4 2024.
  • 321 funds tracked by Wall St. Rank held M/I Homes as of Q1 2025.

Based on Aspen Investment Management's 13F filing for Q1 2025, filed 20 May 2025.