Baldwin Wealth Partners’s M/I Homes MHO Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-269	Closed	-$46.1K	–	711
2024 Q3	$46.1K	Buy	+269	New	+$40.8K	﹤0.01%	568

Other funds holding MHO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Baldwin Wealth Partners's MHO Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of M/I Homes (MHO) in Q4 2024, closing a stake of 269 shares — an estimated $46.1K sold.

Baldwin Wealth Partners first reported a position in MHO in Q3 2024 and held it in 1 quarter. The position peaked at $46.1K in Q3 2024. 340 funds tracked by Wall St. Rank hold MHO as of Q4 2024.

Baldwin Wealth Partners reported no remaining M/I Homes position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 269 M/I Homes shares in Q4 2024, an estimated $46.1K.
Baldwin Wealth Partners first reported a position in M/I Homes in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's M/I Homes position peaked at $46.1K in Q3 2024.
340 funds tracked by Wall St. Rank held M/I Homes as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.