NFSG
MHO icon

Newbridge Financial Services Group’s M/I Homes MHO Stock Holding History

Newbridge Financial Services Group’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
-400
Closed -$23K – 1491
2021
Q3 		$23K Sell
400
-100
-20% -$6.12K 0.01% 628
2021
Q2 		$29K Buy
+500
New +$32.3K 0.02% 655

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

Newbridge Financial Services Group's MHO Position: Q4 2021 in Review

Newbridge Financial Services Group sold out of M/I Homes (MHO) in Q4 2021, closing a stake of 400 shares — an estimated $23K sold.

Newbridge Financial Services Group first reported a position in MHO in Q2 2021 and held it in 2 quarters. The position peaked at $29K in Q2 2021. 224 funds tracked by Wall St. Rank hold MHO as of Q4 2021.

  • Newbridge Financial Services Group reported no remaining M/I Homes position as of Q4 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 400 M/I Homes shares in Q4 2021, an estimated $23K.
  • Newbridge Financial Services Group first reported a position in M/I Homes in Q2 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's M/I Homes position peaked at $29K in Q2 2021.
  • 224 funds tracked by Wall St. Rank held M/I Homes as of Q4 2021.

Based on Newbridge Financial Services Group's 13F filing for Q4 2021, filed 19 Jan 2022.