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

Ethic 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
2024 Q4	–	Sell	-1,588	Closed	-$216K	–	1196
2024 Q3	$216K	Buy	+1,588	New	+$241K	0.01%	986
2024 Q2	–	Sell	-1,588	Closed	-$216K	–	1159
2024 Q1	$216K	Buy	+1,588	New	+$202K	0.01%	985

Other funds holding MHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Ethic Inc's MHO Position: Q4 2024 in Review

Ethic Inc sold out of M/I Homes (MHO) in Q4 2024, closing a stake of 1,588 shares — an estimated $216K sold.

Ethic Inc first reported a position in MHO in Q1 2024 and held it in 2 quarters. The position peaked at $216K in Q3 2024. 340 funds tracked by Wall St. Rank hold MHO as of Q4 2024.

Ethic Inc reported no remaining M/I Homes position as of Q4 2024 after selling out during the quarter.
Ethic Inc sold 1,588 M/I Homes shares in Q4 2024, an estimated $216K.
Ethic Inc first reported a position in M/I Homes in Q1 2024 and held it in 2 quarters.
Ethic Inc's M/I Homes position peaked at $216K in Q3 2024.
340 funds tracked by Wall St. Rank held M/I Homes as of Q4 2024.

Based on Ethic Inc's 13F filing for Q4 2024, filed 14 Feb 2025.