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Oak Associates’s M/I Homes MHO Stock Holding History

Oak Associates’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
-4,521
Closed -$601K – 131
2024
Q4 		$601K Buy
+4,521
New +$712K 0.04% 114
2022
Q3 		– Sell
-124,540
Closed -$4.94M – 135
2022
Q2 		$4.94M Sell
124,540
-3,497
-3% -$152K 0.39% 48
2022
Q1 		$5.68M Sell
128,037
-4,496
-3% -$229K 0.35% 49
2021
Q4 		$8.24M Sell
132,533
-13
-0% -$777 0.44% 44
2021
Q3 		$7.66M Hold
132,546
– – 0.44% 48
2021
Q2 		$7.78M Buy
132,546
+52,485
+66% +$3.39M 0.44% 48
2021
Q1 		$4.73M Buy
80,061
+68,351
+584% +$3.55M 0.28% 52
2020
Q4 		$519K Buy
+11,710
New +$528K 0.03% 114

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

Oak Associates's MHO Position: Q1 2025 in Review

Oak Associates sold out of M/I Homes (MHO) in Q1 2025, closing a stake of 4,521 shares — an estimated $601K sold.

Oak Associates first reported a position in MHO in Q4 2020 and held it in 8 quarters. The position peaked at $8.24M in Q4 2021. 321 funds tracked by Wall St. Rank hold MHO as of Q1 2025.

  • Oak Associates reported no remaining M/I Homes position as of Q1 2025 after selling out during the quarter.
  • Oak Associates sold 4,521 M/I Homes shares in Q1 2025, an estimated $601K.
  • Oak Associates first reported a position in M/I Homes in Q4 2020 and held it in 8 quarters.
  • Oak Associates's M/I Homes position peaked at $8.24M in Q4 2021.
  • 321 funds tracked by Wall St. Rank held M/I Homes as of Q1 2025.

Based on Oak Associates's 13F filing for Q1 2025, filed 14 May 2025.