Clearstead Advisors’s M/I Homes MHO Stock Holding History

Clearstead Advisors’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 Q4	–	Sell	-137	Closed	-$19.8K	–	3058
2025 Q3	$19.8K	Buy	137 +14	+11%	+$1.89K	﹤0.01%	1647
2025 Q2	$13.8K	Buy	+123	New	+$13.4K	﹤0.01%	1772
2025 Q1	–	Sell	-84	Closed	-$11.2K	–	2276
2024 Q4	$11.2K	Sell	84 -563	-87%	-$88.6K	﹤0.01%	1542
2024 Q3	$111K	Buy	647 +10	+2%	+$1.52K	﹤0.01%	1005
2024 Q2	$77.8K	Buy	637 +15	+2%	+$1.83K	﹤0.01%	1055
2024 Q1	$76.7K	Buy	622 +20	+3%	+$2.54K	﹤0.01%	660
2023 Q4	$82.9K	Sell	602 -396	-40%	-$39.6K	﹤0.01%	624
2023 Q3	$83.9K	Buy	998 +974	+4,058%	+$90K	﹤0.01%	779
2023 Q2	$2.09K	Hold	24	–	–	﹤0.01%	1138
2023 Q1	$1.51K	Hold	24	–	–	﹤0.01%	1181
2022 Q4	$1.11K	Buy	+24	New	+$1.03K	﹤0.01%	1160

Other funds holding MHO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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 New York $761B AUM 31.28% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return