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

Norris Financial 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
2024 Q2	–	Sell	-1,767	Closed	-$241K	–	84
2024 Q1	$241K	Buy	+1,767	New	+$224K	0.13%	66

Other funds holding MHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Norris Financial Group's MHO Position: Q2 2024 in Review

Norris Financial Group sold out of M/I Homes (MHO) in Q2 2024, closing a stake of 1,767 shares — an estimated $241K sold.

Norris Financial Group first reported a position in MHO in Q1 2024 and held it in 1 quarter. The position peaked at $241K in Q1 2024. 290 funds tracked by Wall St. Rank hold MHO as of Q2 2024.

Norris Financial Group reported no remaining M/I Homes position as of Q2 2024 after selling out during the quarter.
Norris Financial Group sold 1,767 M/I Homes shares in Q2 2024, an estimated $241K.
Norris Financial Group first reported a position in M/I Homes in Q1 2024 and held it in 1 quarter.
Norris Financial Group's M/I Homes position peaked at $241K in Q1 2024.
290 funds tracked by Wall St. Rank held M/I Homes as of Q2 2024.

Based on Norris Financial Group's 13F filing for Q2 2024, filed 20 May 2026.