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Patriot Financial Group Insurance Agency’s M/I Homes MHO Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-100
Closed -$4K – 1328
2022
Q2 		$4K Sell
100
-100
-50% -$4.34K ﹤0.01% 1562
2022
Q1 		$9K Sell
200
-300
-60% -$15.3K ﹤0.01% 1403
2021
Q4 		$31K Hold
500
– – 0.01% 1047
2021
Q3 		$29K Hold
500
– – 0.01% 1065
2021
Q2 		$29K Sell
500
-1,100
-69% -$71K 0.01% 1035
2021
Q1 		$95K Buy
1,600
+400
+33% +$20.8K 0.02% 571
2020
Q4 		$53K Buy
1,200
+1,100
+1,100% +$49.6K 0.01% 673
2020
Q3 		$5K Buy
+100
New +$4.16K ﹤0.01% 1235

Other funds holding MHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MHO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of M/I Homes (MHO) in Q3 2022, closing a stake of 100 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in MHO in Q3 2020 and held it in 8 quarters. The position peaked at $95K in Q1 2021. 222 funds tracked by Wall St. Rank hold MHO as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining M/I Homes position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 100 M/I Homes shares in Q3 2022, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in M/I Homes in Q3 2020 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's M/I Homes position peaked at $95K in Q1 2021.
  • 222 funds tracked by Wall St. Rank held M/I Homes as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.