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Mark Sheptoff Financial Planning’s M/I Homes MHO Stock Holding History

Mark Sheptoff Financial Planning’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
2022
Q1 		– Sell
-1,420
Closed -$88K – 467
2021
Q4 		$88K Hold
1,420
– – 0.04% 142
2021
Q3 		$82K Hold
1,420
– – 0.05% 149
2021
Q2 		$83K Buy
+1,420
New +$91.7K 0.04% 149

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mark Sheptoff Financial Planning's MHO Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of M/I Homes (MHO) in Q1 2022, closing a stake of 1,420 shares — an estimated $88K sold.

Mark Sheptoff Financial Planning first reported a position in MHO in Q2 2021 and held it in 3 quarters. The position peaked at $88K in Q4 2021. 221 funds tracked by Wall St. Rank hold MHO as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining M/I Homes position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,420 M/I Homes shares in Q1 2022, an estimated $88K.
  • Mark Sheptoff Financial Planning first reported a position in M/I Homes in Q2 2021 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's M/I Homes position peaked at $88K in Q4 2021.
  • 221 funds tracked by Wall St. Rank held M/I Homes as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.