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Bowling Portfolio Management’s M/I Homes MHO Stock Holding History

Bowling Portfolio 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
2020
Q4 		– Sell
-7,302
Closed -$336K – 313
2020
Q3 		$336K Sell
7,302
-13,848
-65% -$576K 0.08% 239
2020
Q2 		$728K Sell
21,150
-4,212
-17% -$115K 0.16% 183
2020
Q1 		$419K Sell
25,362
-2,939
-10% -$106K 0.1% 257
2019
Q4 		$1.11M Buy
+28,301
New +$1.18M 0.19% 164
2017
Q4 		– Sell
-27,678
Closed -$740K – 388
2017
Q3 		$740K Buy
+27,678
New +$717K 0.11% 261

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bowling Portfolio Management's MHO Position: Q4 2020 in Review

Bowling Portfolio Management sold out of M/I Homes (MHO) in Q4 2020, closing a stake of 7,302 shares — an estimated $336K sold.

Bowling Portfolio Management first reported a position in MHO in Q3 2017 and held it in 5 quarters. The position peaked at $1.11M in Q4 2019. 213 funds tracked by Wall St. Rank hold MHO as of Q4 2020.

  • Bowling Portfolio Management reported no remaining M/I Homes position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 7,302 M/I Homes shares in Q4 2020, an estimated $336K.
  • Bowling Portfolio Management first reported a position in M/I Homes in Q3 2017 and held it in 5 quarters.
  • Bowling Portfolio Management's M/I Homes position peaked at $1.11M in Q4 2019.
  • 213 funds tracked by Wall St. Rank held M/I Homes as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.