Covestor’s M/I Homes MHO Stock Holding History

Covestor’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
2026 Q1	$50K	Sell	407 -286	-41%	-$38.5K	0.03%	714
2025 Q4	$89K	Sell	693 -247	-26%	-$32.6K	0.05%	635
2025 Q3	$136K	Sell	940 -458	-33%	-$62K	0.07%	391
2025 Q2	$157K	Buy	1,398 +743	+113%	+$80.7K	0.09%	295
2025 Q1	$75K	Buy	655 +376	+135%	+$46.1K	0.05%	654
2024 Q4	$37K	Sell	279 -157	-36%	-$24.7K	0.02%	967
2024 Q3	$75K	Sell	436 -139	-24%	-$21.1K	0.05%	683
2024 Q2	$70K	Sell	575 -246	-30%	-$30.1K	0.05%	702
2024 Q1	$111K	Buy	821 +717	+689%	+$91.1K	0.07%	473
2023 Q4	$14K	Buy	104 +84	+420%	+$8.4K	0.01%	1347
2023 Q3	$2K	Sell	20 -15	-43%	-$1.39K	﹤0.01%	1835
2023 Q2	$3K	Sell	35 -67	-66%	-$4.74K	﹤0.01%	1769
2023 Q1	$6K	Sell	102 -28	-22%	-$1.61K	0.01%	1523
2022 Q4	$6K	Hold	130	–	–	﹤0.01%	1525
2022 Q3	$5K	Sell	130 -6	-4%	-$259	﹤0.01%	1497
2022 Q2	$5K	Buy	136 +21	+18%	+$912	﹤0.01%	1409
2022 Q1	$5K	Buy	115 +29	+34%	+$1.48K	﹤0.01%	1494
2021 Q4	$5K	Buy	+86	New	+$5.14K	0.01%	1323

Other funds holding MHO

BlackRock New York $5.7T AUM 30.48% 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Millennium Management

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