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Diversified Trust’s M/I Homes MHO Stock Holding History

Diversified Trust’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 		– Sell
-4,232
Closed -$541K – 1104
2025
Q4 		$541K Buy
4,232
+1,483
+54% +$196K 0.01% 636
2025
Q3 		$397K Buy
+2,749
New +$372K 0.01% 723
2025
Q2 		– Sell
-1,841
Closed -$210K – 980
2025
Q1 		$210K Buy
+1,841
New +$226K 0.01% 844
2024
Q4 		– Sell
-3,005
Closed -$515K – 967
2024
Q3 		$515K Buy
+3,005
New +$456K 0.01% 576
2024
Q1 		– Sell
-14,219
Closed -$1.96M – 895
2023
Q4 		$1.96M Buy
14,219
+366
+3% +$36.6K 0.07% 173
2023
Q3 		$1.16M Sell
13,853
-497
-3% -$45.9K 0.04% 228
2023
Q2 		$1.25M Buy
14,350
+1,405
+11% +$99.5K 0.05% 222
2023
Q1 		$817K Buy
12,945
+7,463
+136% +$430K 0.03% 304
2022
Q4 		$253K Sell
5,482
-269
-5% -$11.6K 0.01% 650
2022
Q3 		$208K Buy
+5,751
New +$248K 0.01% 688
2022
Q1 		– Sell
-9,007
Closed -$560K – 850
2021
Q4 		$560K Sell
9,007
-215
-2% -$12.9K 0.02% 420
2021
Q3 		$533K Sell
9,222
-645
-7% -$39.5K 0.02% 379
2021
Q2 		$579K Buy
9,867
+1,526
+18% +$98.5K 0.02% 351
2021
Q1 		$493K Sell
8,341
-1,323
-14% -$68.7K 0.02% 376
2020
Q4 		$428K Buy
9,664
+1,801
+23% +$81.2K 0.02% 403
2020
Q3 		$362K Buy
7,863
+1,149
+17% +$47.8K 0.02% 386
2020
Q2 		$231K Buy
+6,714
New +$184K 0.01% 467

Other funds holding MHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Diversified Trust's MHO Position: Q1 2026 in Review

Diversified Trust sold out of M/I Homes (MHO) in Q1 2026, closing a stake of 4,232 shares — an estimated $541K sold.

Diversified Trust first reported a position in MHO in Q2 2020 and held it in 17 quarters. The position peaked at $1.96M in Q4 2023. 332 funds tracked by Wall St. Rank hold MHO as of Q1 2026.

  • Diversified Trust reported no remaining M/I Homes position as of Q1 2026 after selling out during the quarter.
  • Diversified Trust sold 4,232 M/I Homes shares in Q1 2026, an estimated $541K.
  • Diversified Trust first reported a position in M/I Homes in Q2 2020 and held it in 17 quarters.
  • Diversified Trust's M/I Homes position peaked at $1.96M in Q4 2023.
  • 332 funds tracked by Wall St. Rank held M/I Homes as of Q1 2026.

Based on Diversified Trust's 13F filing for Q1 2026, filed 16 Apr 2026.