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Monarch Partners Asset Management’s M/I Homes MHO Stock Holding History

Monarch Partners Asset Management’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
2020
Q3 		– Sell
-177,862
Closed -$6.13M – 171
2020
Q2 		$6.13M Buy
+177,862
New +$4.87M 1.5% 10
2013
Q4 		– Sell
-125,800
Closed -$2.59M – 131
2013
Q3 		$2.59M Buy
125,800
+68,316
+119% +$1.43M 0.91% 40
2013
Q2 		$1.32M Buy
+57,484
New +$1.4M 0.82% 59

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Monarch Partners Asset Management's MHO Position: Q3 2020 in Review

Monarch Partners Asset Management sold out of M/I Homes (MHO) in Q3 2020, closing a stake of 177,862 shares — an estimated $6.13M sold.

Monarch Partners Asset Management first reported a position in MHO in Q2 2013 and held it in 3 quarters. The position peaked at $6.13M in Q2 2020. 201 funds tracked by Wall St. Rank hold MHO as of Q3 2020.

  • Monarch Partners Asset Management reported no remaining M/I Homes position as of Q3 2020 after selling out during the quarter.
  • Monarch Partners Asset Management sold 177,862 M/I Homes shares in Q3 2020, an estimated $6.13M.
  • Monarch Partners Asset Management first reported a position in M/I Homes in Q2 2013 and held it in 3 quarters.
  • Monarch Partners Asset Management's M/I Homes position peaked at $6.13M in Q2 2020.
  • 201 funds tracked by Wall St. Rank held M/I Homes as of Q3 2020.

Based on Monarch Partners Asset Management's 13F filing for Q3 2020, filed 5 Nov 2020.