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Harvest Group Wealth Management’s M/I Homes MHO Stock Holding History

Harvest Group Wealth Management’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
2020
Q1 		– Sell
-143
Closed -$5K – 787
2019
Q4 		$5K Hold
143
– – ﹤0.01% 379
2019
Q3 		$5K Hold
143
– – 0.01% 414
2019
Q2 		$4K Hold
143
– – 0.01% 397
2019
Q1 		$4K Buy
+143
New +$3.72K ﹤0.01% 435

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Harvest Group Wealth Management's MHO Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of M/I Homes (MHO) in Q1 2020, closing a stake of 143 shares — an estimated $5K sold.

Harvest Group Wealth Management first reported a position in MHO in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 172 funds tracked by Wall St. Rank hold MHO as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining M/I Homes position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 143 M/I Homes shares in Q1 2020, an estimated $5K.
  • Harvest Group Wealth Management first reported a position in M/I Homes in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's M/I Homes position peaked at $5K in Q4 2019.
  • 172 funds tracked by Wall St. Rank held M/I Homes as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.