Sutton Wealth Advisors’s M/I Homes MHO Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-522	Closed	-$24.1K	–	1252
2022 Q4	$24.1K	Hold	522	–	–	0.01%	623
2022 Q3	$18.9K	Sell	522 -7	-1%	-$302	0.01%	681
2022 Q2	$21K	Buy	529 +7	+1%	+$304	0.01%	662
2022 Q1	$23.2K	Sell	522 -8	-2%	-$408	0.01%	665
2021 Q4	$33K	Buy	530 +8	+2%	+$478	0.01%	543
2021 Q3	$30.2K	Hold	522	–	–	0.01%	555
2021 Q2	$30.6K	Hold	522	–	–	0.01%	568
2021 Q1	$30.8K	Hold	522	–	–	0.01%	541
2020 Q4	$23.1K	Hold	522	–	–	0.01%	568
2020 Q3	$24K	Hold	522	–	–	0.01%	490
2020 Q2	$18K	Buy	522 +155	+42%	+$4.24K	0.01%	567
2020 Q1	$6.07K	Hold	367	–	–	﹤0.01%	774
2019 Q4	$14.4K	Hold	367	–	–	0.01%	722
2019 Q3	$13.8K	Hold	367	–	–	0.01%	703
2019 Q2	$10.5K	Hold	367	–	–	0.01%	761
2019 Q1	$9.77K	Buy	+367	New	+$9.55K	0.01%	788

Other funds holding MHO

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

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

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

Sutton Wealth Advisors's MHO Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of M/I Homes (MHO) in Q1 2023, closing a stake of 522 shares — an estimated $24.1K sold.

Sutton Wealth Advisors first reported a position in MHO in Q1 2019 and held it in 16 quarters. The position peaked at $33K in Q4 2021. 244 funds tracked by Wall St. Rank hold MHO as of Q1 2023.

Sutton Wealth Advisors reported no remaining M/I Homes position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 522 M/I Homes shares in Q1 2023, an estimated $24.1K.
Sutton Wealth Advisors first reported a position in M/I Homes in Q1 2019 and held it in 16 quarters.
Sutton Wealth Advisors's M/I Homes position peaked at $33K in Q4 2021.
244 funds tracked by Wall St. Rank held M/I Homes as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.