Everence Capital Management’s M/I Homes MHO Stock Holding History

Everence Capital Management’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 Q2	$292K	Hold	1,817	–	–	0.02%	648
2026 Q1	$222K	Sell	1,817 -533	-23%	-$71.8K	0.01%	707
2025 Q4	$301K	Hold	2,350	–	–	0.02%	584
2025 Q3	$339K	Hold	2,350	–	–	0.02%	547
2025 Q2	$263K	Hold	2,350	–	–	0.02%	637
2025 Q1	$268K	Hold	2,350	–	–	0.02%	615
2024 Q4	$312K	Sell	2,350 -1,160	-33%	-$183K	0.02%	556
2024 Q3	$601K	Hold	3,510	–	–	0.04%	364
2024 Q2	$408	Hold	3,510	–	–	0.03%	451
2024 Q1	$478	Hold	3,510	–	–	0.03%	416
2023 Q4	$483K	Hold	3,510	–	–	0.03%	410
2023 Q3	$295	Hold	3,510	–	–	0.02%	556
2023 Q2	$248K	Hold	3,510	–	–	0.02%	583
2023 Q1	$221	Buy	+3,510	New	+$202K	0.02%	643
2022 Q1	–	Sell	-3,510	Closed	-$218K	–	769
2021 Q4	$218K	Hold	3,510	–	–	0.02%	708
2021 Q3	$203K	Hold	3,510	–	–	0.02%	695
2021 Q2	$206K	Hold	3,510	–	–	0.02%	692
2021 Q1	$207K	Buy	+3,510	New	+$182K	0.02%	680
2020 Q1	–	Sell	-5,860	Closed	-$231K	–	669
2019 Q4	$231K	Hold	5,860	–	–	0.03%	567
2019 Q3	$221K	Buy	+5,860	New	+$202K	0.04%	528

Other funds holding MHO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CCAM

Capelight Capital Asset Management New York $208M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

ONSWM

Old North State Wealth Management Wilmington, North Carolina $234M AUM 31.73% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Everence Capital Management's MHO Position: Q2 2026 in Review

Everence Capital Management held its M/I Homes (MHO) position steady in Q2 2026 at 1,817 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #648.

Everence Capital Management first reported a position in MHO in Q3 2019 and has held it in 20 quarters since. The position peaked at $601K in Q3 2024. 86 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

Everence Capital Management held 1,817 shares of M/I Homes worth $292K as of Q2 2026.
Everence Capital Management left its M/I Homes share count unchanged in Q2 2026.
M/I Homes made up 0.02% of Everence Capital Management's portfolio in Q2 2026, its #648 holding.
Everence Capital Management first reported a position in M/I Homes in Q3 2019 and has held it in 20 quarters since.
Everence Capital Management's M/I Homes position peaked at $601K in Q3 2024.
86 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.