Calton & Associates’s M/I Homes MHO Stock Holding History

Calton & Associates’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 Q1	–	Sell	-1,717	Closed	-$236K	–	229
2023 Q4	$236K	Buy	+1,717	New	+$172K	0.1%	200

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

Calton & Associates's MHO Position: Q1 2024 in Review

Calton & Associates sold out of M/I Homes (MHO) in Q1 2024, closing a stake of 1,717 shares — an estimated $236K sold.

Calton & Associates first reported a position in MHO in Q4 2023 and held it in 1 quarter. The position peaked at $236K in Q4 2023. 302 funds tracked by Wall St. Rank hold MHO as of Q1 2024.

Calton & Associates reported no remaining M/I Homes position as of Q1 2024 after selling out during the quarter.
Calton & Associates sold 1,717 M/I Homes shares in Q1 2024, an estimated $236K.
Calton & Associates first reported a position in M/I Homes in Q4 2023 and held it in 1 quarter.
Calton & Associates's M/I Homes position peaked at $236K in Q4 2023.
302 funds tracked by Wall St. Rank held M/I Homes as of Q1 2024.

Based on Calton & Associates's 13F filing for Q1 2024, filed 16 Apr 2024.