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O'Shaughnessy Asset Management’s M/I Homes MHO Stock Holding History

O'Shaughnessy Asset Management’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
2026
Q2 		– Sell
-1,763
Closed -$216K – 2762
2026
Q1 		$216K Buy
1,763
+149
+9% +$20.1K ﹤0.01% 1952
2025
Q4 		$207K Buy
1,614
+2
+0.1% +$264 ﹤0.01% 1969
2025
Q3 		$233K Buy
+1,612
New +$218K ﹤0.01% 1893
2025
Q2 		– Sell
-1,950
Closed -$223K – 2461
2025
Q1 		$223K Sell
1,950
-562
-22% -$69K ﹤0.01% 1730
2024
Q4 		$334K Sell
2,512
-82
-3% -$12.9K ﹤0.01% 1470
2024
Q3 		$434K Buy
+2,594
New +$394K ﹤0.01% 1290
2021
Q4 		– Sell
-354
Closed -$20K – 1976
2021
Q3 		$20K Buy
354
+216
+157% +$13.2K ﹤0.01% 1945
2021
Q2 		$8K Buy
+138
New +$8.91K ﹤0.01% 2045
2020
Q4 		– Sell
-5,076
Closed -$234K – 2167
2020
Q3 		$234K Sell
5,076
-1,603
-24% -$66.7K 0.01% 648
2020
Q2 		$230K Sell
6,679
-10,800
-62% -$296K 0.01% 604
2020
Q1 		$290K Sell
17,479
-7,976
-31% -$289K 0.01% 379
2019
Q4 		$1M Buy
25,455
+8,916
+54% +$373K 0.02% 274
2019
Q3 		$623K Buy
+16,539
New +$569K 0.01% 337

Other funds holding MHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

O'Shaughnessy Asset Management's MHO Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of M/I Homes (MHO) in Q2 2026, closing a stake of 1,763 shares — an estimated $216K sold.

O'Shaughnessy Asset Management first reported a position in MHO in Q3 2019 and held it in 13 quarters. The position peaked at $1M in Q4 2019. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • O'Shaughnessy Asset Management reported no remaining M/I Homes position as of Q2 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 1,763 M/I Homes shares in Q2 2026, an estimated $216K.
  • O'Shaughnessy Asset Management first reported a position in M/I Homes in Q3 2019 and held it in 13 quarters.
  • O'Shaughnessy Asset Management's M/I Homes position peaked at $1M in Q4 2019.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.