Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s M/I Homes MHO Stock Holding History

Sumitomo Mitsui Trust 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
2023
Q4 		– Sell
-6,600
Closed -$555K – 1134
2023
Q3 		$555K Hold
6,600
– – ﹤0.01% 1037
2023
Q2 		$575K Buy
6,600
+1,500
+29% +$106K ﹤0.01% 1048
2023
Q1 		$322K Buy
+5,100
New +$294K ﹤0.01% 1100

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Vanguard Group
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DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group's MHO Position: Q4 2023 in Review

Sumitomo Mitsui Trust Group sold out of M/I Homes (MHO) in Q4 2023, closing a stake of 6,600 shares — an estimated $555K sold.

Sumitomo Mitsui Trust Group first reported a position in MHO in Q1 2023 and held it in 3 quarters. The position peaked at $575K in Q2 2023. 283 funds tracked by Wall St. Rank hold MHO as of Q4 2023.

  • Sumitomo Mitsui Trust Group reported no remaining M/I Homes position as of Q4 2023 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 6,600 M/I Homes shares in Q4 2023, an estimated $555K.
  • Sumitomo Mitsui Trust Group first reported a position in M/I Homes in Q1 2023 and held it in 3 quarters.
  • Sumitomo Mitsui Trust Group's M/I Homes position peaked at $575K in Q2 2023.
  • 283 funds tracked by Wall St. Rank held M/I Homes as of Q4 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2023, filed 30 Jan 2024.