Crown Advisors Management’s M/I Homes MHO Stock Holding History

Crown Advisors Management’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
2021 Q2	–	Sell	-50,000	Closed	-$2.95M	–	42
2021 Q1	$2.95M	Sell	50,000 -10,000	-17%	-$519K	2.31%	19
2020 Q4	$2.66M	Sell	60,000 -40,000	-40%	-$1.8M	1.9%	27
2020 Q3	$4.61M	Buy	100,000 +40,000	+67%	+$1.66M	3%	12
2020 Q2	$2.07M	Buy	+60,000	New	+$1.64M	1.41%	35

Other funds holding MHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Crown Advisors Management's MHO Position: Q2 2021 in Review

Crown Advisors Management sold out of M/I Homes (MHO) in Q2 2021, closing a stake of 50,000 shares — an estimated $2.95M sold.

Crown Advisors Management first reported a position in MHO in Q2 2020 and held it in 4 quarters. The position peaked at $4.61M in Q3 2020. 225 funds tracked by Wall St. Rank hold MHO as of Q2 2021.

Crown Advisors Management reported no remaining M/I Homes position as of Q2 2021 after selling out during the quarter.
Crown Advisors Management sold 50,000 M/I Homes shares in Q2 2021, an estimated $2.95M.
Crown Advisors Management first reported a position in M/I Homes in Q2 2020 and held it in 4 quarters.
Crown Advisors Management's M/I Homes position peaked at $4.61M in Q3 2020.
225 funds tracked by Wall St. Rank held M/I Homes as of Q2 2021.

Based on Crown Advisors Management's 13F filing for Q2 2021, filed 11 Aug 2021.