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Sowell Financial Services’s M/I Homes MHO Stock Holding History

Sowell Financial 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
2020
Q4 		– Sell
-80
Closed -$4K – 2796
2020
Q3 		$4K Hold
80
– – ﹤0.01% 2059
2020
Q2 		$3K Hold
80
– – ﹤0.01% 2056
2020
Q1 		$1K Hold
80
– – ﹤0.01% 2279
2019
Q4 		$3K Hold
80
– – ﹤0.01% 2072
2019
Q3 		$3K Buy
+80
New +$2.75K ﹤0.01% 1947

Other funds holding MHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's MHO Position: Q4 2020 in Review

Sowell Financial Services sold out of M/I Homes (MHO) in Q4 2020, closing a stake of 80 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in MHO in Q3 2019 and held it in 5 quarters. The position peaked at $4K in Q3 2020. 213 funds tracked by Wall St. Rank hold MHO as of Q4 2020.

  • Sowell Financial Services reported no remaining M/I Homes position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 80 M/I Homes shares in Q4 2020, an estimated $4K.
  • Sowell Financial Services first reported a position in M/I Homes in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's M/I Homes position peaked at $4K in Q3 2020.
  • 213 funds tracked by Wall St. Rank held M/I Homes as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.