KCM
MHO icon

Kennedy Capital Management’s M/I Homes MHO Stock Holding History

Kennedy Capital 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
2018
Q1 		– Sell
-14,926
Closed -$513K – 753
2017
Q4 		$513K Sell
14,926
-48,382
-76% -$1.58M 0.01% 709
2017
Q3 		$1.69M Sell
63,308
-290,356
-82% -$7.52M 0.03% 631
2017
Q2 		$10.1M Buy
353,664
+85,686
+32% +$2.33M 0.19% 167
2017
Q1 		$6.57M Buy
+267,978
New +$6.57M 0.11% 315
2013
Q4 		– Sell
-40,000
Closed -$825K – 775
2013
Q3 		$825K Buy
+40,000
New +$840K 0.02% 658

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kennedy Capital Management's MHO Position: Q1 2018 in Review

Kennedy Capital Management sold out of M/I Homes (MHO) in Q1 2018, closing a stake of 14,926 shares — an estimated $513K sold.

Kennedy Capital Management first reported a position in MHO in Q3 2013 and held it in 5 quarters. The position peaked at $10.1M in Q2 2017. 174 funds tracked by Wall St. Rank hold MHO as of Q1 2018.

  • Kennedy Capital Management reported no remaining M/I Homes position as of Q1 2018 after selling out during the quarter.
  • Kennedy Capital Management sold 14,926 M/I Homes shares in Q1 2018, an estimated $513K.
  • Kennedy Capital Management first reported a position in M/I Homes in Q3 2013 and held it in 5 quarters.
  • Kennedy Capital Management's M/I Homes position peaked at $10.1M in Q2 2017.
  • 174 funds tracked by Wall St. Rank held M/I Homes as of Q1 2018.

Based on Kennedy Capital Management's 13F filing for Q1 2018, filed 14 May 2018.