Lindbrook Capital’s M/I Homes MHO Stock Holding History

Lindbrook Capital’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
2025 Q1	$2.74K	Sell	24 -66	-73%	-$8.1K	﹤0.01%	2184
2024 Q4	$12K	Sell	90 -1	-1%	-$157	﹤0.01%	1562
2024 Q3	$15.6K	Sell	91 -20	-18%	-$3.03K	﹤0.01%	1430
2024 Q2	$13.6K	Buy	111 +86	+344%	+$10.5K	﹤0.01%	1468
2024 Q1	$3.41K	Buy	25 +1	+4%	+$127	﹤0.01%	2059
2023 Q4	$3.31K	Sell	24 -3	-11%	-$300	﹤0.01%	2080
2023 Q3	$2.27K	Buy	27 +3	+13%	+$277	﹤0.01%	2075
2023 Q2	$2.09K	Buy	24 +9	+60%	+$637	﹤0.01%	2133
2023 Q1	$946	Buy	15 +9	+150%	+$518	﹤0.01%	2462
2022 Q4	$277	Buy	+6	New	+$258	﹤0.01%	2690
2022 Q3	–	Sell	-46	Closed	-$2K	–	2800
2022 Q2	$2K	Buy	46 +5	+12%	+$217	﹤0.01%	1995
2022 Q1	$2K	Buy	+41	New	+$2.09K	﹤0.01%	2028

Other funds holding MHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Lindbrook Capital's MHO Position: Q1 2025 in Review

Lindbrook Capital reduced its M/I Homes (MHO) stake by 73% in Q1 2025, selling an estimated $8.1K and leaving 24 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Lindbrook Capital first reported a position in MHO in Q1 2022 and has held it in 12 quarters since. The position peaked at $15.6K in Q3 2024. 321 funds tracked by Wall St. Rank hold MHO as of Q1 2025.

Lindbrook Capital held 24 shares of M/I Homes worth $2.74K as of Q1 2025.
Lindbrook Capital sold 66 M/I Homes shares in Q1 2025, an estimated $8.1K.
M/I Homes made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2184 holding.
Lindbrook Capital first reported a position in M/I Homes in Q1 2022 and has held it in 12 quarters since.
Lindbrook Capital's M/I Homes position peaked at $15.6K in Q3 2024.
321 funds tracked by Wall St. Rank held M/I Homes as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.