EI
MHO icon

Ellevest Inc’s M/I Homes MHO Stock Holding History

Ellevest Inc’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
-59
Closed -$3.72K – 1115
2023
Q1 		$3.72K Sell
59
-15
-20% -$864 ﹤0.01% 1290
2022
Q4 		$3.42K Buy
74
+6
+9% +$258 ﹤0.01% 1273
2022
Q3 		$2K Buy
68
+37
+119% +$1.6K ﹤0.01% 1349
2022
Q2 		$1K Buy
31
+4
+15% +$174 ﹤0.01% 1285
2022
Q1 		$1K Hold
27
– – ﹤0.01% 1315
2021
Q4 		$2K Hold
27
– – ﹤0.01% 1174
2021
Q3 		$2K Hold
27
– – ﹤0.01% 1152
2021
Q2 		$2K Hold
27
– – ﹤0.01% 1044
2021
Q1 		$2K Hold
27
– – ﹤0.01% 1066
2020
Q4 		$1K Hold
27
– – ﹤0.01% 1082
2020
Q3 		$1K Hold
27
– – ﹤0.01% 1034
2020
Q2 		$1K Buy
+27
New +$739 ﹤0.01% 1024

Other funds holding MHO

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Ellevest Inc's MHO Position: Q2 2023 in Review

Ellevest Inc sold out of M/I Homes (MHO) in Q2 2023, closing a stake of 59 shares — an estimated $3.72K sold.

Ellevest Inc first reported a position in MHO in Q2 2020 and held it in 12 quarters. The position peaked at $3.72K in Q1 2023. 259 funds tracked by Wall St. Rank hold MHO as of Q2 2023.

  • Ellevest Inc reported no remaining M/I Homes position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 59 M/I Homes shares in Q2 2023, an estimated $3.72K.
  • Ellevest Inc first reported a position in M/I Homes in Q2 2020 and held it in 12 quarters.
  • Ellevest Inc's M/I Homes position peaked at $3.72K in Q1 2023.
  • 259 funds tracked by Wall St. Rank held M/I Homes as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.