TFO Wealth Partners’s M/I Homes MHO Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-10	Closed	-$872	–	1032
2023 Q3	$872	Buy	+10	New	+$924	﹤0.01%	316

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

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

TFO Wealth Partners's MHO Position: Q4 2023 in Review

TFO Wealth Partners sold out of M/I Homes (MHO) in Q4 2023, closing a stake of 10 shares — an estimated $872 sold.

TFO Wealth Partners first reported a position in MHO in Q3 2023 and held it in 1 quarter. The position peaked at $872 in Q3 2023. 283 funds tracked by Wall St. Rank hold MHO as of Q4 2023.

TFO Wealth Partners reported no remaining M/I Homes position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 10 M/I Homes shares in Q4 2023, an estimated $872.
TFO Wealth Partners first reported a position in M/I Homes in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's M/I Homes position peaked at $872 in Q3 2023.
283 funds tracked by Wall St. Rank held M/I Homes as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.