Truvestments Capital’s M/I Homes MHO Stock Holding History

Truvestments Capital’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	$1.33M	Sell	10,877 -747	-6%	-$101K	0.24%	115
2025 Q4	$1.49M	Buy	11,624 +696	+6%	+$92K	0.27%	96
2025 Q3	$1.58M	Buy	10,928 +785	+8%	+$106K	0.29%	89
2025 Q2	$1.14M	Buy	10,143 +644	+7%	+$69.9K	0.23%	106
2025 Q1	$1.08M	Buy	9,499 +1,545	+19%	+$190K	0.24%	91
2024 Q4	$1.06M	Buy	7,954 +1,355	+21%	+$213K	0.27%	83
2024 Q3	$1.13M	Buy	6,599 +352	+6%	+$53.4K	0.3%	69
2024 Q2	$763K	Buy	6,247 +559	+10%	+$68.3K	0.3%	80
2024 Q1	$775K	Buy	5,688 +690	+14%	+$87.6K	0.3%	78
2023 Q4	$688K	Buy	4,998 +597	+14%	+$59.7K	0.31%	69
2023 Q3	$370K	Buy	4,401 +466	+12%	+$43.1K	0.19%	99
2023 Q2	$343K	Buy	3,935 +571	+17%	+$40.4K	0.17%	107
2023 Q1	$212K	Buy	3,364 +1,207	+56%	+$69.5K	0.11%	155
2022 Q4	$99.6K	Buy	+2,157	New	+$92.7K	0.06%	235

Other funds holding MHO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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