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Fortem Financial Group’s M/I Homes MHO Stock Holding History

Fortem Financial Group’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
2021
Q1 		– Sell
-1,731
Closed -$77K – 334
2020
Q4 		$77K Buy
+1,731
New +$78.1K 0.05% 198
2020
Q3 		– Sell
-7,633
Closed -$263K – 149
2020
Q2 		$263K Buy
+7,633
New +$209K 0.2% 103

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Fortem Financial Group's MHO Position: Q1 2021 in Review

Fortem Financial Group sold out of M/I Homes (MHO) in Q1 2021, closing a stake of 1,731 shares — an estimated $77K sold.

Fortem Financial Group first reported a position in MHO in Q2 2020 and held it in 2 quarters. The position peaked at $263K in Q2 2020. 208 funds tracked by Wall St. Rank hold MHO as of Q1 2021.

  • Fortem Financial Group reported no remaining M/I Homes position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 1,731 M/I Homes shares in Q1 2021, an estimated $77K.
  • Fortem Financial Group first reported a position in M/I Homes in Q2 2020 and held it in 2 quarters.
  • Fortem Financial Group's M/I Homes position peaked at $263K in Q2 2020.
  • 208 funds tracked by Wall St. Rank held M/I Homes as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.