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Summit Financial Strategies’s M/I Homes MHO Stock Holding History

Summit Financial Strategies’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
Q1 		– Sell
-3,614
Closed -$498K – 152
2023
Q4 		$498K Hold
3,614
– – 0.08% 71
2023
Q3 		$304K Buy
+3,614
New +$334K 0.06% 95

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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Financial Strategies's MHO Position: Q1 2024 in Review

Summit Financial Strategies sold out of M/I Homes (MHO) in Q1 2024, closing a stake of 3,614 shares — an estimated $498K sold.

Summit Financial Strategies first reported a position in MHO in Q3 2023 and held it in 2 quarters. The position peaked at $498K in Q4 2023. 302 funds tracked by Wall St. Rank hold MHO as of Q1 2024.

  • Summit Financial Strategies reported no remaining M/I Homes position as of Q1 2024 after selling out during the quarter.
  • Summit Financial Strategies sold 3,614 M/I Homes shares in Q1 2024, an estimated $498K.
  • Summit Financial Strategies first reported a position in M/I Homes in Q3 2023 and held it in 2 quarters.
  • Summit Financial Strategies's M/I Homes position peaked at $498K in Q4 2023.
  • 302 funds tracked by Wall St. Rank held M/I Homes as of Q1 2024.

Based on Summit Financial Strategies's 13F filing for Q1 2024, filed 9 May 2024.