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JP Morgan Private Wealth Advisors’s M/I Homes MHO Stock Holding History

JP Morgan Private Wealth 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
2020
Q3 		– Sell
-13,500
Closed -$465K – 1613
2020
Q2 		$465K Buy
+13,500
New +$369K ﹤0.01% 1137

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MHO Position: Q3 2020 in Review

JP Morgan Private Wealth Advisors sold out of M/I Homes (MHO) in Q3 2020, closing a stake of 13,500 shares — an estimated $465K sold.

JP Morgan Private Wealth Advisors first reported a position in MHO in Q2 2020 and held it in 1 quarter. The position peaked at $465K in Q2 2020. 201 funds tracked by Wall St. Rank hold MHO as of Q3 2020.

  • JP Morgan Private Wealth Advisors reported no remaining M/I Homes position as of Q3 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 13,500 M/I Homes shares in Q3 2020, an estimated $465K.
  • JP Morgan Private Wealth Advisors first reported a position in M/I Homes in Q2 2020 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's M/I Homes position peaked at $465K in Q2 2020.
  • 201 funds tracked by Wall St. Rank held M/I Homes as of Q3 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.