Marshall Wace North America’s M/I Homes MHO Stock Holding History

Marshall Wace North America’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
2021 Q3	$1.73M	Sell	29,976 -11,724	-28%	-$718K	0.01%	764
2021 Q2	$2.44M	Sell	41,700 -24,311	-37%	-$1.57M	0.01%	747
2021 Q1	$3.9M	Buy	66,011 +52,064	+373%	+$2.7M	0.02%	632
2020 Q4	$618K	Sell	13,947 -104,275	-88%	-$4.7M	﹤0.01%	1042
2020 Q3	$5.44M	Sell	118,222 -21,525	-15%	-$895K	0.03%	372
2020 Q2	$4.81M	Buy	139,747 +20,361	+17%	+$557K	0.03%	371
2020 Q1	$1.97M	Buy	119,386 +82,037	+220%	+$2.97M	0.01%	482
2019 Q4	$1.47M	Sell	37,349 -35,456	-49%	-$1.48M	0.01%	638
2019 Q3	$2.74M	Buy	72,805 +34,172	+88%	+$1.18M	0.02%	477
2019 Q2	$1.1M	Buy	+38,633	New	+$1.09M	0.01%	723
2019 Q1	–	Sell	-3,599	Closed	-$76K	–	1769
2018 Q4	$76K	Buy	+3,599	New	+$83K	﹤0.01%	1138
2018 Q1	–	Sell	-19,692	Closed	-$677K	–	1587
2017 Q4	$677K	Buy	+19,692	New	+$643K	﹤0.01%	1081

Other funds holding MHO

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

Fidelity Investments

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

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

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

Franklin Resources

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

Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return

Geode Capital Management

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

Arrowstreet Capital

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