Glassman Wealth Services’s M/I Homes MHO Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-3	Closed	-$413	–	1153
2023 Q4	$413	Buy	+3	New	+$300	﹤0.01%	1760

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

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

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

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Glassman Wealth Services's MHO Position: Q1 2024 in Review

Glassman Wealth Services sold out of M/I Homes (MHO) in Q1 2024, closing a stake of 3 shares — an estimated $413 sold.

Glassman Wealth Services first reported a position in MHO in Q4 2023 and held it in 1 quarter. The position peaked at $413 in Q4 2023. 302 funds tracked by Wall St. Rank hold MHO as of Q1 2024.

Glassman Wealth Services reported no remaining M/I Homes position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 3 M/I Homes shares in Q1 2024, an estimated $413.
Glassman Wealth Services first reported a position in M/I Homes in Q4 2023 and held it in 1 quarter.
Glassman Wealth Services's M/I Homes position peaked at $413 in Q4 2023.
302 funds tracked by Wall St. Rank held M/I Homes as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.