NERM
MHO icon

New England Research & Management’s M/I Homes MHO Stock Holding History

New England Research & 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
2021
Q4 		– Sell
-3,950
Closed -$228K – 182
2021
Q3 		$228K Hold
3,950
– – 0.12% 164
2021
Q2 		$232K Buy
+3,950
New +$255K 0.12% 162

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
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
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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

New England Research & Management's MHO Position: Q4 2021 in Review

New England Research & Management sold out of M/I Homes (MHO) in Q4 2021, closing a stake of 3,950 shares — an estimated $228K sold.

New England Research & Management first reported a position in MHO in Q2 2021 and held it in 2 quarters. The position peaked at $232K in Q2 2021. 224 funds tracked by Wall St. Rank hold MHO as of Q4 2021.

  • New England Research & Management reported no remaining M/I Homes position as of Q4 2021 after selling out during the quarter.
  • New England Research & Management sold 3,950 M/I Homes shares in Q4 2021, an estimated $228K.
  • New England Research & Management first reported a position in M/I Homes in Q2 2021 and held it in 2 quarters.
  • New England Research & Management's M/I Homes position peaked at $232K in Q2 2021.
  • 224 funds tracked by Wall St. Rank held M/I Homes as of Q4 2021.

Based on New England Research & Management's 13F filing for Q4 2021, filed 5 Jan 2022.