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

Assured 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
2019
Q2 		– Sell
-12,881
Closed -$343K – 525
2019
Q1 		$343K Sell
12,881
-541
-4% -$14.1K ﹤0.01% 684
2018
Q4 		$282K Sell
13,422
-726
-5% -$16.8K 0.01% 810
2018
Q3 		$339K Sell
14,148
-11,208
-44% -$291K 0.01% 873
2018
Q2 		$671K Sell
25,356
-1,999
-7% -$59.6K 0.01% 719
2018
Q1 		$871K Buy
+27,355
New +$898K 0.02% 588

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Assured Investment Management's MHO Position: Q2 2019 in Review

Assured Investment Management sold out of M/I Homes (MHO) in Q2 2019, closing a stake of 12,881 shares — an estimated $343K sold.

Assured Investment Management first reported a position in MHO in Q1 2018 and held it in 5 quarters. The position peaked at $871K in Q1 2018. 152 funds tracked by Wall St. Rank hold MHO as of Q2 2019.

  • Assured Investment Management reported no remaining M/I Homes position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 12,881 M/I Homes shares in Q2 2019, an estimated $343K.
  • Assured Investment Management first reported a position in M/I Homes in Q1 2018 and held it in 5 quarters.
  • Assured Investment Management's M/I Homes position peaked at $871K in Q1 2018.
  • 152 funds tracked by Wall St. Rank held M/I Homes as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.