J.W. Cole Advisors’s M/I Homes MHO Stock Holding History

J.W. Cole Advisors’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	-3,934	Closed	-$542K	–	905
2023 Q4	$542K	Buy	+3,934	New	+$393K	0.03%	461
2023 Q3	–	Sell	-7,123	Closed	-$621K	–	773
2023 Q2	$621K	Buy	+7,123	New	+$504K	0.04%	371

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

J.W. Cole Advisors's MHO Position: Q1 2024 in Review

J.W. Cole Advisors sold out of M/I Homes (MHO) in Q1 2024, closing a stake of 3,934 shares — an estimated $542K sold.

J.W. Cole Advisors first reported a position in MHO in Q2 2023 and held it in 2 quarters. The position peaked at $621K in Q2 2023. 302 funds tracked by Wall St. Rank hold MHO as of Q1 2024.

J.W. Cole Advisors reported no remaining M/I Homes position as of Q1 2024 after selling out during the quarter.
J.W. Cole Advisors sold 3,934 M/I Homes shares in Q1 2024, an estimated $542K.
J.W. Cole Advisors first reported a position in M/I Homes in Q2 2023 and held it in 2 quarters.
J.W. Cole Advisors's M/I Homes position peaked at $621K in Q2 2023.
302 funds tracked by Wall St. Rank held M/I Homes as of Q1 2024.

Based on J.W. Cole Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.