Pathstone Holdings
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Pathstone Holdings’s M/I Homes MHO Stock Holding History

Pathstone Holdings’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
Q1 		$813K Sell
6,641
-234
-3% -$31.5K ﹤0.01% 1510
2025
Q4 		$880K Sell
6,875
-495
-7% -$65.4K ﹤0.01% 1481
2025
Q3 		$1.06M Buy
7,370
+894
+14% +$121K ﹤0.01% 1390
2025
Q2 		$726K Sell
6,476
-172
-3% -$18.7K ﹤0.01% 1547
2025
Q1 		$759K Sell
6,648
-709
-10% -$87K ﹤0.01% 1515
2024
Q4 		$978K Buy
7,357
+727
+11% +$114K ﹤0.01% 1377
2024
Q3 		$1.14M Buy
6,630
+123
+2% +$18.7K 0.01% 1297
2024
Q2 		$795K Sell
6,507
-216
-3% -$26.4K ﹤0.01% 1448
2024
Q1 		$916K Buy
6,723
+3,205
+91% +$407K ﹤0.01% 1328
2023
Q4 		$485K Buy
+3,518
New +$352K ﹤0.01% 1520

Other funds holding MHO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return