EWA
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EverSource Wealth Advisors’s M/I Homes MHO Stock Holding History

EverSource Wealth Advisors’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 		$47.9K Buy
391
+97
+33% +$13.1K ﹤0.01% 1918
2025
Q4 		$37.6K Sell
294
-23
-7% -$3.04K ﹤0.01% 1949
2025
Q3 		$45.8K Buy
317
+33
+12% +$4.46K ﹤0.01% 1775
2025
Q2 		$31.8K Buy
284
+135
+91% +$14.7K ﹤0.01% 1937
2025
Q1 		$17K Buy
149
+137
+1,142% +$16.8K ﹤0.01% 1785
2024
Q4 		$1.6K Buy
12
+8
+200% +$1.26K ﹤0.01% 2797
2024
Q3 		$685 Hold
4
– – ﹤0.01% 2797
2024
Q2 		$667 Hold
4
– – ﹤0.01% 2822
2024
Q1 		$465 Buy
+4
New +$508 ﹤0.01% 2741
2022
Q3 		– Sell
-228
Closed -$9K – 2068
2022
Q2 		$9K Buy
228
+37
+19% +$1.61K ﹤0.01% 1074
2022
Q1 		$9K Sell
191
-54
-22% -$2.75K ﹤0.01% 1026
2021
Q4 		$15K Buy
+245
New +$14.6K ﹤0.01% 802

Other funds holding MHO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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