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Burney Company’s M/I Homes MHO Stock Holding History

Burney Company’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
-4,056
Closed -$463K – 597
2025
Q1 		$463K Buy
4,056
+478
+13% +$58.7K 0.02% 432
2024
Q4 		$476K Buy
+3,578
New +$563K 0.02% 434
2022
Q2 		– Sell
-8,857
Closed -$393K – 563
2022
Q1 		$393K Sell
8,857
-1,277
-13% -$65.1K 0.02% 455
2021
Q4 		$630K Buy
10,134
+1,360
+16% +$81.3K 0.03% 396
2021
Q3 		$507K Sell
8,774
-1,400
-14% -$85.7K 0.02% 410
2021
Q2 		$597K Buy
10,174
+776
+8% +$50.1K 0.03% 403
2021
Q1 		$555K Buy
9,398
+3,390
+56% +$176K 0.03% 396
2020
Q4 		$266K Buy
+6,008
New +$271K 0.01% 458

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Burney Company's MHO Position: Q2 2025 in Review

Burney Company sold out of M/I Homes (MHO) in Q2 2025, closing a stake of 4,056 shares — an estimated $463K sold.

Burney Company first reported a position in MHO in Q4 2020 and held it in 8 quarters. The position peaked at $630K in Q4 2021. 323 funds tracked by Wall St. Rank hold MHO as of Q2 2025.

  • Burney Company reported no remaining M/I Homes position as of Q2 2025 after selling out during the quarter.
  • Burney Company sold 4,056 M/I Homes shares in Q2 2025, an estimated $463K.
  • Burney Company first reported a position in M/I Homes in Q4 2020 and held it in 8 quarters.
  • Burney Company's M/I Homes position peaked at $630K in Q4 2021.
  • 323 funds tracked by Wall St. Rank held M/I Homes as of Q2 2025.

Based on Burney Company's 13F filing for Q2 2025, filed 5 Aug 2025.