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Legacy Capital Group California’s M/I Homes MHO Stock Holding History

Legacy Capital Group California’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
Q4 		– Sell
-15,160
Closed -$1.27M – 296
2023
Q3 		$1.27M Buy
15,160
+168
+1% +$15.5K 0.55% 30
2023
Q2 		$1.31M Buy
+14,992
New +$1.06M 0.54% 33

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Legacy Capital Group California's MHO Position: Q4 2023 in Review

Legacy Capital Group California sold out of M/I Homes (MHO) in Q4 2023, closing a stake of 15,160 shares — an estimated $1.27M sold.

Legacy Capital Group California first reported a position in MHO in Q2 2023 and held it in 2 quarters. The position peaked at $1.31M in Q2 2023. 283 funds tracked by Wall St. Rank hold MHO as of Q4 2023.

  • Legacy Capital Group California reported no remaining M/I Homes position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 15,160 M/I Homes shares in Q4 2023, an estimated $1.27M.
  • Legacy Capital Group California first reported a position in M/I Homes in Q2 2023 and held it in 2 quarters.
  • Legacy Capital Group California's M/I Homes position peaked at $1.31M in Q2 2023.
  • 283 funds tracked by Wall St. Rank held M/I Homes as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.