PFS Investments’s M/I Homes MHO Stock Holding History

PFS Investments’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
2023 Q2	$475K	Sell	5,449 -359	-6%	-$25.4K	0.01%	402
2023 Q1	$346K	Buy	5,808 +1,476	+34%	+$85K	0.01%	412
2022 Q4	$200K	Buy	+4,332	New	+$186K	﹤0.01%	430

Other funds holding MHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return

PFS Investments's MHO Position: Q2 2023 in Review

PFS Investments reduced its M/I Homes (MHO) stake by 6.2% in Q2 2023, selling an estimated $25.4K and leaving 5,449 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #402.

PFS Investments first reported a position in MHO in Q4 2022 and has held it in 3 quarters since. 259 funds tracked by Wall St. Rank hold MHO as of Q2 2023.

PFS Investments held 5,449 shares of M/I Homes worth $475K as of Q2 2023.
PFS Investments sold 359 M/I Homes shares in Q2 2023, an estimated $25.4K.
M/I Homes made up 0.01% of PFS Investments's portfolio in Q2 2023, its #402 holding.
PFS Investments first reported a position in M/I Homes in Q4 2022 and has held it in 3 quarters since.
259 funds tracked by Wall St. Rank held M/I Homes as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.