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Sierra Summit Advisors’s M/I Homes MHO Stock Holding History

Sierra Summit Advisors’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
-5,159
Closed -$884K – 166
2024
Q3 		$884K Buy
5,159
+106
+2% +$16.1K 0.2% 68
2024
Q2 		$617K Buy
5,053
+502
+11% +$61.4K 0.15% 84
2024
Q1 		$620K Buy
+4,551
New +$578K 0.17% 67

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Sierra Summit Advisors's MHO Position: Q4 2024 in Review

Sierra Summit Advisors sold out of M/I Homes (MHO) in Q4 2024, closing a stake of 5,159 shares — an estimated $884K sold.

Sierra Summit Advisors first reported a position in MHO in Q1 2024 and held it in 3 quarters. The position peaked at $884K in Q3 2024. 340 funds tracked by Wall St. Rank hold MHO as of Q4 2024.

  • Sierra Summit Advisors reported no remaining M/I Homes position as of Q4 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 5,159 M/I Homes shares in Q4 2024, an estimated $884K.
  • Sierra Summit Advisors first reported a position in M/I Homes in Q1 2024 and held it in 3 quarters.
  • Sierra Summit Advisors's M/I Homes position peaked at $884K in Q3 2024.
  • 340 funds tracked by Wall St. Rank held M/I Homes as of Q4 2024.

Based on Sierra Summit Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.