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Petrus Trust Company’s M/I Homes MHO Stock Holding History

Petrus Trust Company’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
Q3 		– Sell
-2,476
Closed -$278K – 390
2025
Q2 		$278K Sell
2,476
-6,633
-73% -$720K 0.03% 349
2025
Q1 		$1.04M Buy
+9,109
New +$1.12M 0.1% 32
2024
Q4 		– Sell
-5,939
Closed -$1.02M – 682
2024
Q3 		$1.02M Buy
+5,939
New +$901K 0.1% 36
2023
Q3 		– Sell
-7,012
Closed -$611K – 672
2023
Q2 		$611K Sell
7,012
-1,025
-13% -$72.6K 0.07% 91
2023
Q1 		$507K Buy
8,037
+1,577
+24% +$90.8K 0.06% 89
2022
Q4 		$298K Sell
6,460
-525
-8% -$22.6K 0.04% 267
2022
Q3 		$253K Buy
6,985
+758
+12% +$32.7K 0.04% 114
2022
Q2 		$247K Buy
+6,227
New +$271K 0.04% 53
2020
Q2 		– Sell
-10,242
Closed -$169K – 294
2020
Q1 		$169K Sell
10,242
-1,359
-12% -$49.2K 0.02% 117
2019
Q4 		$456K Buy
11,601
+3,937
+51% +$165K 0.07% 61
2019
Q3 		$289K Buy
+7,664
New +$264K 0.05% 104

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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Petrus Trust Company's MHO Position: Q3 2025 in Review

Petrus Trust Company sold out of M/I Homes (MHO) in Q3 2025, closing a stake of 2,476 shares — an estimated $278K sold.

Petrus Trust Company first reported a position in MHO in Q3 2019 and held it in 11 quarters. The position peaked at $1.04M in Q1 2025. 339 funds tracked by Wall St. Rank hold MHO as of Q3 2025.

  • Petrus Trust Company reported no remaining M/I Homes position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 2,476 M/I Homes shares in Q3 2025, an estimated $278K.
  • Petrus Trust Company first reported a position in M/I Homes in Q3 2019 and held it in 11 quarters.
  • Petrus Trust Company's M/I Homes position peaked at $1.04M in Q1 2025.
  • 339 funds tracked by Wall St. Rank held M/I Homes as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.