Private Advisory Group’s M/I Homes MHO Stock Holding History

Private Advisory Group’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
2024 Q4	–	Sell	-5,967	Closed	-$1.02M	–	232
2024 Q3	$1.02M	Buy	+5,967	New	+$905K	0.12%	116

Other funds holding MHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Private Advisory Group's MHO Position: Q4 2024 in Review

Private Advisory Group sold out of M/I Homes (MHO) in Q4 2024, closing a stake of 5,967 shares — an estimated $1.02M sold.

Private Advisory Group first reported a position in MHO in Q3 2024 and held it in 1 quarter. The position peaked at $1.02M in Q3 2024. 340 funds tracked by Wall St. Rank hold MHO as of Q4 2024.

Private Advisory Group reported no remaining M/I Homes position as of Q4 2024 after selling out during the quarter.
Private Advisory Group sold 5,967 M/I Homes shares in Q4 2024, an estimated $1.02M.
Private Advisory Group first reported a position in M/I Homes in Q3 2024 and held it in 1 quarter.
Private Advisory Group's M/I Homes position peaked at $1.02M in Q3 2024.
340 funds tracked by Wall St. Rank held M/I Homes as of Q4 2024.

Based on Private Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.