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

Evergreen 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 		$891K Sell
5,544
-1,413
-20% -$189K 0.02% 599
2026
Q1 		$852K Buy
6,957
+1,345
+24% +$181K 0.02% 544
2025
Q4 		$718K Sell
5,612
-477
-8% -$63.1K 0.02% 566
2025
Q3 		$879K Buy
6,089
+446
+8% +$60.3K 0.02% 438
2025
Q2 		$633K Buy
5,643
+684
+14% +$74.3K 0.02% 476
2025
Q1 		$566K Sell
4,959
-145
-3% -$17.8K 0.02% 459
2024
Q4 		$679K Sell
5,104
-5
-0.1% -$787 0.02% 420
2024
Q3 		$875K Buy
5,109
+54
+1% +$8.19K 0.03% 348
2024
Q2 		$617K Sell
5,055
-86
-2% -$10.5K 0.02% 417
2024
Q1 		$701K Buy
5,141
+199
+4% +$25.3K 0.03% 357
2023
Q4 		$681K Sell
4,942
-161
-3% -$16.1K 0.03% 355
2023
Q3 		$429K Buy
5,103
+3
+0.1% +$277 0.02% 432
2023
Q2 		$445K Buy
5,100
+107
+2% +$7.58K 0.02% 422
2023
Q1 		$315K Buy
4,993
+369
+8% +$21.3K 0.01% 497
2022
Q4 		$214K Buy
+4,624
New +$199K 0.01% 589

Other funds holding MHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Evergreen Capital Management reduced its M/I Homes (MHO) stake by 20% in Q2 2026, selling an estimated $189K and leaving 5,544 shares worth $891K. The position accounts for 0.02% of the portfolio, ranked #599.

Evergreen Capital Management first reported a position in MHO in Q4 2022 and has held it in 15 quarters since. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Evergreen Capital Management held 5,544 shares of M/I Homes worth $891K as of Q2 2026.
  • Evergreen Capital Management sold 1,413 M/I Homes shares in Q2 2026, an estimated $189K.
  • M/I Homes made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #599 holding.
  • Evergreen Capital Management first reported a position in M/I Homes in Q4 2022 and has held it in 15 quarters since.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.