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MHO icon

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

NewEdge 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
2026
Q1 		$544K Buy
4,445
+792
+22% +$107K ﹤0.01% 1919
2025
Q4 		$467K Buy
3,653
+996
+37% +$132K ﹤0.01% 2018
2025
Q3 		$384K Sell
2,657
-312
-11% -$42.2K ﹤0.01% 2006
2025
Q2 		$333K Buy
2,969
+584
+24% +$63.4K ﹤0.01% 1956
2025
Q1 		$272K Sell
2,385
-811
-25% -$99.5K ﹤0.01% 1957
2024
Q4 		$425K Buy
3,196
+2,945
+1,173% +$464K ﹤0.01% 1658
2024
Q3 		$43K Buy
251
+183
+269% +$27.8K ﹤0.01% 2487
2024
Q2 		$8.3K Buy
68
+3
+5% +$367 ﹤0.01% 2926
2024
Q1 		$8.86K Hold
65
– – ﹤0.01% 2934
2023
Q4 		$8.95K Buy
+65
New +$6.5K ﹤0.01% 2904
2023
Q3 		– Sell
-629
Closed -$54.8K – 3584
2023
Q2 		$54.8K Buy
+629
New +$44.5K ﹤0.01% 2058

Other funds holding MHO

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $134B AUM 35.51% 1-Year Est. Return