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Cary Street Partners Investment Advisory’s M/I Homes MHO Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q1 		– Sell
-270
Closed -$12.5K – 1705
2022
Q4 		$12.5K Buy
+270
New +$11.6K ﹤0.01% 1093

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Dimensional Fund Advisors
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State Street
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cary Street Partners Investment Advisory's MHO Position: Q1 2023 in Review

Cary Street Partners Investment Advisory sold out of M/I Homes (MHO) in Q1 2023, closing a stake of 270 shares — an estimated $12.5K sold.

Cary Street Partners Investment Advisory first reported a position in MHO in Q4 2022 and held it in 1 quarter. The position peaked at $12.5K in Q4 2022. 244 funds tracked by Wall St. Rank hold MHO as of Q1 2023.

  • Cary Street Partners Investment Advisory reported no remaining M/I Homes position as of Q1 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 270 M/I Homes shares in Q1 2023, an estimated $12.5K.
  • Cary Street Partners Investment Advisory first reported a position in M/I Homes in Q4 2022 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's M/I Homes position peaked at $12.5K in Q4 2022.
  • 244 funds tracked by Wall St. Rank held M/I Homes as of Q1 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2023, filed 12 May 2023.