NewSquare Capital’s M/I Homes MHO Stock Holding History

NewSquare Capital’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
2025 Q1	–	Sell	-30,252	Closed	-$4.02M	–	1209
2024 Q4	$4.02M	Buy	30,252 +1,461	+5%	+$230K	0.32%	96
2024 Q3	$4.93M	Buy	+28,791	New	+$4.37M	0.39%	86

Other funds holding MHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

NewSquare Capital's MHO Position: Q1 2025 in Review

NewSquare Capital sold out of M/I Homes (MHO) in Q1 2025, closing a stake of 30,252 shares — an estimated $4.02M sold.

NewSquare Capital first reported a position in MHO in Q3 2024 and held it in 2 quarters. The position peaked at $4.93M in Q3 2024. 321 funds tracked by Wall St. Rank hold MHO as of Q1 2025.

NewSquare Capital reported no remaining M/I Homes position as of Q1 2025 after selling out during the quarter.
NewSquare Capital sold 30,252 M/I Homes shares in Q1 2025, an estimated $4.02M.
NewSquare Capital first reported a position in M/I Homes in Q3 2024 and held it in 2 quarters.
NewSquare Capital's M/I Homes position peaked at $4.93M in Q3 2024.
321 funds tracked by Wall St. Rank held M/I Homes as of Q1 2025.

Based on NewSquare Capital's 13F filing for Q1 2025, filed 14 Apr 2025.