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Orion Portfolio Solutions’s M/I Homes MHO Stock Holding History

Orion Portfolio Solutions’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
-1,622
Closed -$216K – 1940
2024
Q4 		$216K Buy
1,622
+451
+39% +$71K ﹤0.01% 1721
2024
Q3 		$201K Buy
+1,171
New +$178K ﹤0.01% 1715
2020
Q3 		– Sell
-112
Closed -$4K – 1407
2020
Q2 		$4K Buy
+112
New +$3.06K ﹤0.01% 1564

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

Orion Portfolio Solutions's MHO Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of M/I Homes (MHO) in Q1 2025, closing a stake of 1,622 shares — an estimated $216K sold.

Orion Portfolio Solutions first reported a position in MHO in Q2 2020 and held it in 3 quarters. The position peaked at $216K in Q4 2024. 321 funds tracked by Wall St. Rank hold MHO as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining M/I Homes position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,622 M/I Homes shares in Q1 2025, an estimated $216K.
  • Orion Portfolio Solutions first reported a position in M/I Homes in Q2 2020 and held it in 3 quarters.
  • Orion Portfolio Solutions's M/I Homes position peaked at $216K in Q4 2024.
  • 321 funds tracked by Wall St. Rank held M/I Homes as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.