Summit Securities Group’s M/I Homes MHO Stock Holding History

Summit Securities 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
2025 Q3	–	Sell	-467	Closed	-$52.4K	–	1233
2025 Q2	$52.4K	Buy	+467	New	+$50.7K	0.01%	507

Other funds holding MHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Securities Group's MHO Position: Q3 2025 in Review

Summit Securities Group sold out of M/I Homes (MHO) in Q3 2025, closing a stake of 467 shares — an estimated $52.4K sold.

Summit Securities Group first reported a position in MHO in Q2 2025 and held it in 1 quarter. The position peaked at $52.4K in Q2 2025. 339 funds tracked by Wall St. Rank hold MHO as of Q3 2025.

Summit Securities Group reported no remaining M/I Homes position as of Q3 2025 after selling out during the quarter.
Summit Securities Group sold 467 M/I Homes shares in Q3 2025, an estimated $52.4K.
Summit Securities Group first reported a position in M/I Homes in Q2 2025 and held it in 1 quarter.
Summit Securities Group's M/I Homes position peaked at $52.4K in Q2 2025.
339 funds tracked by Wall St. Rank held M/I Homes as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.