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Nvest Financial’s M/I Homes MHO Stock Holding History

Nvest Financial’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
-1,822
Closed -$242K – 107
2024
Q4 		$242K Buy
1,822
+132
+8% +$20.8K 0.12% 102
2024
Q3 		$290K Sell
1,690
-43
-2% -$6.52K 0.17% 80
2024
Q2 		$212K Buy
1,733
+189
+12% +$23.1K 0.13% 86
2024
Q1 		$210K Buy
+1,544
New +$196K 0.14% 76

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Nvest Financial's MHO Position: Q1 2025 in Review

Nvest Financial sold out of M/I Homes (MHO) in Q1 2025, closing a stake of 1,822 shares — an estimated $242K sold.

Nvest Financial first reported a position in MHO in Q1 2024 and held it in 4 quarters. The position peaked at $290K in Q3 2024. 321 funds tracked by Wall St. Rank hold MHO as of Q1 2025.

  • Nvest Financial reported no remaining M/I Homes position as of Q1 2025 after selling out during the quarter.
  • Nvest Financial sold 1,822 M/I Homes shares in Q1 2025, an estimated $242K.
  • Nvest Financial first reported a position in M/I Homes in Q1 2024 and held it in 4 quarters.
  • Nvest Financial's M/I Homes position peaked at $290K in Q3 2024.
  • 321 funds tracked by Wall St. Rank held M/I Homes as of Q1 2025.

Based on Nvest Financial's 13F filing for Q1 2025, filed 23 Apr 2025.