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Tarbox Family Office’s M/I Homes MHO Stock Holding History

Tarbox Family Office’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
2022
Q1 		– Sell
-33
Closed -$2K – 1116
2021
Q4 		$2K Hold
33
– – ﹤0.01% 899
2021
Q3 		$2K Hold
33
– – ﹤0.01% 944
2021
Q2 		$2K Hold
33
– – ﹤0.01% 951
2021
Q1 		$2K Hold
33
– – ﹤0.01% 901
2020
Q4 		$1K Buy
+33
New +$1.49K ﹤0.01% 1025
2020
Q1 		– Sell
-70
Closed -$3K – 1236
2019
Q4 		$3K Hold
70
– – ﹤0.01% 681
2019
Q3 		$3K Hold
70
– – ﹤0.01% 614
2019
Q2 		$2K Buy
+70
New +$1.97K ﹤0.01% 754

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tarbox Family Office's MHO Position: Q1 2022 in Review

Tarbox Family Office sold out of M/I Homes (MHO) in Q1 2022, closing a stake of 33 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in MHO in Q2 2019 and held it in 8 quarters. The position peaked at $3K in Q4 2019. 221 funds tracked by Wall St. Rank hold MHO as of Q1 2022.

  • Tarbox Family Office reported no remaining M/I Homes position as of Q1 2022 after selling out during the quarter.
  • Tarbox Family Office sold 33 M/I Homes shares in Q1 2022, an estimated $2K.
  • Tarbox Family Office first reported a position in M/I Homes in Q2 2019 and held it in 8 quarters.
  • Tarbox Family Office's M/I Homes position peaked at $3K in Q4 2019.
  • 221 funds tracked by Wall St. Rank held M/I Homes as of Q1 2022.

Based on Tarbox Family Office's 13F filing for Q1 2022, filed 25 Apr 2022.