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Naples Money Management’s M/I Homes MHO Stock Holding History

Naples Money 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
2024
Q2 		– Sell
-100
Closed -$13.6K – 420
2024
Q1 		$13.6K Hold
100
– – 0.01% 167
2023
Q4 		$13.8K Buy
+100
New +$10K 0.01% 167

Other funds holding MHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Naples Money Management's MHO Position: Q2 2024 in Review

Naples Money Management sold out of M/I Homes (MHO) in Q2 2024, closing a stake of 100 shares — an estimated $13.6K sold.

Naples Money Management first reported a position in MHO in Q4 2023 and held it in 2 quarters. The position peaked at $13.8K in Q4 2023. 290 funds tracked by Wall St. Rank hold MHO as of Q2 2024.

  • Naples Money Management reported no remaining M/I Homes position as of Q2 2024 after selling out during the quarter.
  • Naples Money Management sold 100 M/I Homes shares in Q2 2024, an estimated $13.6K.
  • Naples Money Management first reported a position in M/I Homes in Q4 2023 and held it in 2 quarters.
  • Naples Money Management's M/I Homes position peaked at $13.8K in Q4 2023.
  • 290 funds tracked by Wall St. Rank held M/I Homes as of Q2 2024.

Based on Naples Money Management's 13F filing for Q2 2024, filed 9 Jul 2024.