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Mutual Advisors’s M/I Homes MHO Stock Holding History

Mutual Advisors’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
2024
Q1 		– Sell
-14,379
Closed -$1.98M – 1114
2023
Q4 		$1.98M Sell
14,379
-16,690
-54% -$1.67M 0.07% 276
2023
Q3 		$2.61M Sell
31,069
-2,060
-6% -$190K 0.1% 193
2023
Q2 		$2.89M Sell
33,129
-200
-0.6% -$14.2K 0.11% 184
2023
Q1 		$2.1M Buy
33,329
+239
+0.7% +$13.8K 0.09% 234
2022
Q4 		$1.53M Hold
33,090
– – 0.07% 298
2022
Q3 		$1.2M Buy
33,090
+16,780
+103% +$725K 0.06% 325
2022
Q2 		$647K Buy
16,310
+2,280
+16% +$99.1K 0.04% 459
2022
Q1 		$622K Buy
14,030
+4,500
+47% +$229K 0.03% 513
2021
Q4 		$593K Hold
9,530
– – 0.03% 528
2021
Q3 		$551K Hold
9,530
– – 0.03% 517
2021
Q2 		$559K Hold
9,530
– – 0.03% 495
2021
Q1 		$563K Sell
9,530
-9,530
-50% -$495K 0.04% 453
2020
Q4 		$844K Hold
19,060
– – 0.06% 354
2020
Q3 		$878K Hold
19,060
– – 0.08% 277
2020
Q2 		$656K Hold
19,060
– – 0.06% 313
2020
Q1 		$315K Sell
19,060
-11,360
-37% -$411K 0.04% 387
2019
Q4 		$1.2M Sell
30,420
-9,270
-23% -$388K 0.13% 195
2019
Q3 		$1.49M Sell
39,690
-3,710
-9% -$128K 0.2% 127
2019
Q2 		$1.24M Hold
43,400
– – 0.16% 161
2019
Q1 		$1.16M Buy
43,400
+5,100
+13% +$133K 0.17% 144
2018
Q4 		$805K Buy
38,300
+7,100
+23% +$164K 0.16% 162
2018
Q3 		$747K Buy
+31,200
New +$810K 0.11% 220

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mutual Advisors's MHO Position: Q1 2024 in Review

Mutual Advisors sold out of M/I Homes (MHO) in Q1 2024, closing a stake of 14,379 shares — an estimated $1.98M sold.

Mutual Advisors first reported a position in MHO in Q3 2018 and held it in 22 quarters. The position peaked at $2.89M in Q2 2023. 302 funds tracked by Wall St. Rank hold MHO as of Q1 2024.

  • Mutual Advisors reported no remaining M/I Homes position as of Q1 2024 after selling out during the quarter.
  • Mutual Advisors sold 14,379 M/I Homes shares in Q1 2024, an estimated $1.98M.
  • Mutual Advisors first reported a position in M/I Homes in Q3 2018 and held it in 22 quarters.
  • Mutual Advisors's M/I Homes position peaked at $2.89M in Q2 2023.
  • 302 funds tracked by Wall St. Rank held M/I Homes as of Q1 2024.

Based on Mutual Advisors's 13F filing for Q1 2024, filed 2 May 2024.