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

Innealta 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
2024 Q4	–	Sell	-1,395	Closed	-$239K	–	143
2024 Q3	$239K	Sell	1,395 -40	-3%	-$6.07K	0.1%	109
2024 Q2	$175K	Buy	+1,435	New	+$175K	0.06%	132

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

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

Innealta Capital's MHO Position: Q4 2024 in Review

Innealta Capital sold out of M/I Homes (MHO) in Q4 2024, closing a stake of 1,395 shares — an estimated $239K sold.

Innealta Capital first reported a position in MHO in Q2 2024 and held it in 2 quarters. The position peaked at $239K in Q3 2024. 340 funds tracked by Wall St. Rank hold MHO as of Q4 2024.

Innealta Capital reported no remaining M/I Homes position as of Q4 2024 after selling out during the quarter.
Innealta Capital sold 1,395 M/I Homes shares in Q4 2024, an estimated $239K.
Innealta Capital first reported a position in M/I Homes in Q2 2024 and held it in 2 quarters.
Innealta Capital's M/I Homes position peaked at $239K in Q3 2024.
340 funds tracked by Wall St. Rank held M/I Homes as of Q4 2024.

Based on Innealta Capital's 13F filing for Q4 2024, filed 7 Feb 2025.