SGI
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Summit Global Investments’s M/I Homes MHO Stock Holding History

Summit Global Investments’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
2026
Q1 		$1.11M Buy
9,085
+1,126
+14% +$152K 0.07% 167
2025
Q4 		$1.02M Buy
7,959
+4,922
+162% +$651K 0.06% 195
2025
Q3 		$439K Buy
3,037
+683
+29% +$92.4K 0.03% 323
2025
Q2 		$264K Buy
+2,354
New +$256K 0.02% 408
2025
Q1 		– Sell
-7,505
Closed -$998K – 524
2024
Q4 		$998K Sell
7,505
-1,663
-18% -$262K 0.06% 216
2024
Q3 		$1.57M Sell
9,168
-1,620
-15% -$246K 0.1% 157
2024
Q2 		$1.32M Buy
10,788
+2,515
+30% +$307K 0.09% 184
2024
Q1 		$1.13M Sell
8,273
-3,423
-29% -$435K 0.08% 185
2023
Q4 		$1.61M Sell
11,696
-530
-4% -$53K 0.11% 146
2023
Q3 		$1.03M Buy
+12,226
New +$1.13M 0.07% 211
2022
Q2 		– Sell
-20,605
Closed -$914K – 503
2022
Q1 		$914K Buy
+20,605
New +$1.05M 0.07% 251

Other funds holding MHO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return