INVST’s M/I Homes MHO Stock Holding History

INVST’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 Q1	–	Sell	-3,843	Closed	-$511K	–	309
2024 Q4	$511K	Buy	3,843 +448	+13%	+$70.5K	0.06%	169
2024 Q3	$582K	Buy	3,395 +582	+21%	+$88.3K	0.07%	169
2024 Q2	$331K	Buy	+2,813	New	+$344K	0.04%	205

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

INVST's MHO Position: Q1 2025 in Review

INVST sold out of M/I Homes (MHO) in Q1 2025, closing a stake of 3,843 shares — an estimated $511K sold.

INVST first reported a position in MHO in Q2 2024 and held it in 3 quarters. The position peaked at $582K in Q3 2024. 321 funds tracked by Wall St. Rank hold MHO as of Q1 2025.

INVST reported no remaining M/I Homes position as of Q1 2025 after selling out during the quarter.
INVST sold 3,843 M/I Homes shares in Q1 2025, an estimated $511K.
INVST first reported a position in M/I Homes in Q2 2024 and held it in 3 quarters.
INVST's M/I Homes position peaked at $582K in Q3 2024.
321 funds tracked by Wall St. Rank held M/I Homes as of Q1 2025.

Based on INVST's 13F filing for Q1 2025, filed 3 Jun 2025.