BWP
MHO icon

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

BSW 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
Q3 		– Sell
-2,400
Closed -$293K – 324
2024
Q2 		$293K Hold
2,400
– – 0.05% 214
2024
Q1 		$327K Hold
2,400
– – 0.06% 208
2023
Q4 		$331K Hold
2,400
– – 0.07% 184
2023
Q3 		$202K Hold
2,400
– – 0.04% 228
2023
Q2 		$209K Buy
+2,400
New +$170K 0.04% 249

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BSW Wealth Partners's MHO Position: Q3 2024 in Review

BSW Wealth Partners sold out of M/I Homes (MHO) in Q3 2024, closing a stake of 2,400 shares — an estimated $293K sold.

BSW Wealth Partners first reported a position in MHO in Q2 2023 and held it in 5 quarters. The position peaked at $331K in Q4 2023. 349 funds tracked by Wall St. Rank hold MHO as of Q3 2024.

  • BSW Wealth Partners reported no remaining M/I Homes position as of Q3 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 2,400 M/I Homes shares in Q3 2024, an estimated $293K.
  • BSW Wealth Partners first reported a position in M/I Homes in Q2 2023 and held it in 5 quarters.
  • BSW Wealth Partners's M/I Homes position peaked at $331K in Q4 2023.
  • 349 funds tracked by Wall St. Rank held M/I Homes as of Q3 2024.

Based on BSW Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.