Blue Trust Inc’s M/I Homes MHO Stock Holding History

Blue Trust Inc’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 Q2	–	Sell	-74	Closed	-$8.45K	–	2555
2025 Q1	$8.45K	Hold	74	–	–	﹤0.01%	1967
2024 Q4	$9.84K	Buy	+74	New	+$11.6K	﹤0.01%	1910

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 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

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

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

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

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

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

Blue Trust Inc's MHO Position: Q2 2025 in Review

Blue Trust Inc sold out of M/I Homes (MHO) in Q2 2025, closing a stake of 74 shares — an estimated $8.45K sold.

Blue Trust Inc first reported a position in MHO in Q4 2024 and held it in 2 quarters. The position peaked at $9.84K in Q4 2024. 323 funds tracked by Wall St. Rank hold MHO as of Q2 2025.

Blue Trust Inc reported no remaining M/I Homes position as of Q2 2025 after selling out during the quarter.
Blue Trust Inc sold 74 M/I Homes shares in Q2 2025, an estimated $8.45K.
Blue Trust Inc first reported a position in M/I Homes in Q4 2024 and held it in 2 quarters.
Blue Trust Inc's M/I Homes position peaked at $9.84K in Q4 2024.
323 funds tracked by Wall St. Rank held M/I Homes as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.