FORA Capital’s M/I Homes MHO Stock Holding History

FORA Capital’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
2023 Q4	–	Sell	-5,862	Closed	-$493K	–	558
2023 Q3	$493K	Buy	5,862 +1,200	+26%	+$111K	0.04%	338
2023 Q2	$406K	Buy	+4,662	New	+$330K	0.06%	252
2021 Q3	–	Sell	-3,572	Closed	-$210K	–	666
2021 Q2	$210K	Buy	+3,572	New	+$231K	0.04%	429
2020 Q2	–	Sell	-3,584	Closed	-$59K	–	1142
2020 Q1	$59K	Buy	+3,584	New	+$130K	0.01%	733

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

FORA Capital's MHO Position: Q4 2023 in Review

FORA Capital sold out of M/I Homes (MHO) in Q4 2023, closing a stake of 5,862 shares — an estimated $493K sold.

FORA Capital first reported a position in MHO in Q1 2020 and held it in 4 quarters. The position peaked at $493K in Q3 2023. 283 funds tracked by Wall St. Rank hold MHO as of Q4 2023.

FORA Capital reported no remaining M/I Homes position as of Q4 2023 after selling out during the quarter.
FORA Capital sold 5,862 M/I Homes shares in Q4 2023, an estimated $493K.
FORA Capital first reported a position in M/I Homes in Q1 2020 and held it in 4 quarters.
FORA Capital's M/I Homes position peaked at $493K in Q3 2023.
283 funds tracked by Wall St. Rank held M/I Homes as of Q4 2023.

Based on FORA Capital's 13F filing for Q4 2023, filed 14 Feb 2024.