Kula Investments’s M/I Homes MHO Stock Holding History

Kula Investments’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
2023 Q1	$359K	Sell	5,694 -681	-11%	-$39.2K	0.09%	406
2022 Q4	$294K	Buy	+6,375	New	+$274K	0.09%	391

Other funds holding MHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 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

Kula Investments's MHO Position: Q1 2023 in Review

Kula Investments reduced its M/I Homes (MHO) stake by 11% in Q1 2023, selling an estimated $39.2K and leaving 5,694 shares worth $359K. The position accounts for 0.09% of the portfolio, ranked #406.

Kula Investments first reported a position in MHO in Q4 2022 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold MHO as of Q1 2023.

Kula Investments held 5,694 shares of M/I Homes worth $359K as of Q1 2023.
Kula Investments sold 681 M/I Homes shares in Q1 2023, an estimated $39.2K.
M/I Homes made up 0.09% of Kula Investments's portfolio in Q1 2023, its #406 holding.
Kula Investments first reported a position in M/I Homes in Q4 2022 and has held it in 2 quarters since.
244 funds tracked by Wall St. Rank held M/I Homes as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.