CM Wealth Advisors’s M/I Homes MHO Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-12,030	Closed	-$770K	–	320
2023 Q1	$770K	Buy	+12,030	New	+$693K	0.15%	199

Other funds holding MHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DSC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

CM Wealth Advisors's MHO Position: Q2 2023 in Review

CM Wealth Advisors sold out of M/I Homes (MHO) in Q2 2023, closing a stake of 12,030 shares — an estimated $770K sold.

CM Wealth Advisors first reported a position in MHO in Q1 2023 and held it in 1 quarter. The position peaked at $770K in Q1 2023. 259 funds tracked by Wall St. Rank hold MHO as of Q2 2023.

CM Wealth Advisors reported no remaining M/I Homes position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 12,030 M/I Homes shares in Q2 2023, an estimated $770K.
CM Wealth Advisors first reported a position in M/I Homes in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's M/I Homes position peaked at $770K in Q1 2023.
259 funds tracked by Wall St. Rank held M/I Homes as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.