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Private Client Services’s M/I Homes MHO Stock Holding History

Private Client Services’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
-11,272
Closed -$1.93M – 194
2024
Q3 		$1.93M Buy
11,272
+1,586
+16% +$241K 1.04% 27
2024
Q2 		$1.18M Buy
+9,686
New +$1.18M 0.74% 37

Other funds holding MHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Private Client Services's MHO Position: Q4 2024 in Review

Private Client Services sold out of M/I Homes (MHO) in Q4 2024, closing a stake of 11,272 shares — an estimated $1.93M sold.

Private Client Services first reported a position in MHO in Q2 2024 and held it in 2 quarters. The position peaked at $1.93M in Q3 2024. 340 funds tracked by Wall St. Rank hold MHO as of Q4 2024.

  • Private Client Services reported no remaining M/I Homes position as of Q4 2024 after selling out during the quarter.
  • Private Client Services sold 11,272 M/I Homes shares in Q4 2024, an estimated $1.93M.
  • Private Client Services first reported a position in M/I Homes in Q2 2024 and held it in 2 quarters.
  • Private Client Services's M/I Homes position peaked at $1.93M in Q3 2024.
  • 340 funds tracked by Wall St. Rank held M/I Homes as of Q4 2024.

Based on Private Client Services's 13F filing for Q4 2024, filed 8 Jan 2025.