Mackenzie Financial

Mackenzie Financial’s M/I Homes MHO Stock Holding History

Mackenzie Financial’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
2026 Q1	$311K	Sell	2,540 -1,176	-32%	-$158K	﹤0.01%	1297
2025 Q4	$478K	Sell	3,716 -33	-0.9%	-$4.36K	﹤0.01%	1232
2025 Q3	$542K	Sell	3,749 -567	-13%	-$76.7K	﹤0.01%	1229
2025 Q2	$484K	Sell	4,316 -9,415	-69%	-$1.02M	﹤0.01%	1240
2025 Q1	$1.57M	Sell	13,731 -44	-0.3%	-$5.4K	﹤0.01%	849
2024 Q4	$1.83M	Buy	13,775 +8,121	+144%	+$1.28M	﹤0.01%	801
2024 Q3	$969K	Buy	5,654 +1,618	+40%	+$245K	﹤0.01%	874
2024 Q2	$493K	Sell	4,036 -1,843	-31%	-$225K	﹤0.01%	1023
2024 Q1	$801K	Sell	5,879 -2,849	-33%	-$362K	﹤0.01%	929
2023 Q4	$1.2M	Sell	8,728 -1,665	-16%	-$167K	﹤0.01%	834
2023 Q3	$823K	Sell	10,393 -2,617	-20%	-$242K	﹤0.01%	892
2023 Q2	$1.12M	Sell	13,010 -412	-3%	-$29.2K	﹤0.01%	845
2023 Q1	$847K	Buy	13,422 +872	+7%	+$50.2K	﹤0.01%	893
2022 Q4	$580K	Buy	12,550 +6,843	+120%	+$294K	﹤0.01%	884
2022 Q3	$207K	Sell	5,707 -198	-3%	-$8.55K	﹤0.01%	1235
2022 Q2	$234K	Buy	+5,905	New	+$257K	﹤0.01%	1214

Other funds holding MHO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return