Empowered Funds’s M/I Homes MHO Stock Holding History

Empowered Funds’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	$1.84M	Buy	15,001 +750	+5%	+$101K	0.01%	1149
2025 Q4	$1.82M	Buy	14,251 +2,128	+18%	+$281K	0.03%	507
2025 Q3	$1.75M	Sell	12,123 -2,072	-15%	-$280K	0.02%	981
2025 Q2	$1.59M	Sell	14,195 -5,135	-27%	-$558K	0.02%	919
2025 Q1	$2.21M	Sell	19,330 -10,455	-35%	-$1.28M	0.03%	699
2024 Q4	$3.96M	Sell	29,785 -70,497	-70%	-$11.1M	0.06%	449
2024 Q3	$17.2M	Sell	100,282 -3,696	-4%	-$561K	0.27%	59
2024 Q2	$12.7M	Buy	103,978 +5,872	+6%	+$718K	0.22%	89
2024 Q1	$13.4M	Buy	98,106 +25,359	+35%	+$3.22M	0.24%	75
2023 Q4	$10M	Sell	72,747 -34,260	-32%	-$3.43M	0.25%	63
2023 Q3	$8.99M	Buy	107,007 +21,109	+25%	+$1.95M	0.27%	59
2023 Q2	$7.49M	Buy	+85,898	New	+$6.08M	0.26%	62

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