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Epoch Investment Partners’s M/I Homes MHO Stock Holding History

Epoch Investment Partners’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
2016
Q4 		– Sell
-958,975
Closed -$22.6M – 302
2016
Q3 		$22.6M Sell
958,975
-29,023
-3% -$642K 0.08% 163
2016
Q2 		$18.6M Sell
987,998
-12,052
-1% -$227K 0.07% 165
2016
Q1 		$18.7M Buy
1,000,050
+41,350
+4% +$744K 0.07% 162
2015
Q4 		$21M Buy
958,700
+23,750
+3% +$545K 0.08% 159
2015
Q3 		$22M Sell
934,950
-2,294
-0.2% -$56.9K 0.09% 158
2015
Q2 		$23.1M Buy
937,244
+60,525
+7% +$1.44M 0.09% 162
2015
Q1 		$20.9M Sell
876,719
-19,700
-2% -$431K 0.08% 162
2014
Q4 		$20.6M Buy
896,419
+144,957
+19% +$3.16M 0.07% 163
2014
Q3 		$14.9M Sell
751,462
-35,765
-5% -$779K 0.06% 178
2014
Q2 		$19.1M Buy
787,227
+56,810
+8% +$1.29M 0.07% 174
2014
Q1 		$16.4M Buy
730,417
+33,230
+5% +$795K 0.07% 191
2013
Q4 		$17.7M Buy
697,187
+16,410
+2% +$347K 0.08% 189
2013
Q3 		$14M Buy
+680,777
New +$14.3M 0.06% 188

Other funds holding MHO

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Epoch Investment Partners's MHO Position: Q4 2016 in Review

Epoch Investment Partners sold out of M/I Homes (MHO) in Q4 2016, closing a stake of 958,975 shares — an estimated $22.6M sold.

Epoch Investment Partners first reported a position in MHO in Q3 2013 and held it in 13 quarters. The position peaked at $23.1M in Q2 2015. 135 funds tracked by Wall St. Rank hold MHO as of Q4 2016.

  • Epoch Investment Partners reported no remaining M/I Homes position as of Q4 2016 after selling out during the quarter.
  • Epoch Investment Partners sold 958,975 M/I Homes shares in Q4 2016, an estimated $22.6M.
  • Epoch Investment Partners first reported a position in M/I Homes in Q3 2013 and held it in 13 quarters.
  • Epoch Investment Partners's M/I Homes position peaked at $23.1M in Q2 2015.
  • 135 funds tracked by Wall St. Rank held M/I Homes as of Q4 2016.

Based on Epoch Investment Partners's 13F filing for Q4 2016, filed 13 Feb 2017.