Global Retirement Partners’s M/I Homes MHO Stock Holding History

Global Retirement Partners’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
2025 Q4	$3.58K	Buy	28 +7	+33%	+$925	﹤0.01%	3548
2025 Q3	$3.03K	Hold	21	–	–	﹤0.01%	3168
2025 Q2	$2.35K	Buy	+21	New	+$2.28K	﹤0.01%	3186
2024 Q4	$5.05K	Buy	38 +22	+138%	+$3.46K	﹤0.01%	2677
2024 Q3	$2.74K	Hold	16	–	–	﹤0.01%	2827
2024 Q2	$1.95K	Hold	16	–	–	﹤0.01%	2972
2024 Q1	$2.18K	Hold	16	–	–	﹤0.01%	2714
2023 Q4	$2.08K	Hold	16	–	–	﹤0.01%	2659
2023 Q3	$1.28K	Hold	16	–	–	﹤0.01%	2700
2023 Q2	$1.4K	Sell	16 -7	-30%	-$496	﹤0.01%	2673
2023 Q1	$1.54K	Sell	23 -7	-23%	-$403	﹤0.01%	2583
2022 Q4	$1.39K	Hold	30	–	–	﹤0.01%	2491
2022 Q3	$1K	Buy	30 +23	+329%	+$993	﹤0.01%	2510
2022 Q2	$0	Buy	+7	New	+$304	﹤0.01%	2806
2021 Q4	–	Sell	-65	Closed	-$4K	–	1185
2021 Q3	$4K	Buy	+65	New	+$3.98K	﹤0.01%	1691

Other funds holding MHO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return