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UBS O'Connor’s M/I Homes MHO Stock Holding History

UBS O'Connor’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
2024
Q3 		– Sell
-5,700
Closed -$696K – 566
2024
Q2 		$696K Buy
+5,700
New +$697K 0.02% 343
2022
Q4 		– Sell
-17,233
Closed -$624K – 194
2022
Q3 		$624K Sell
17,233
-442
-3% -$19.1K 0.01% 793
2022
Q2 		$701K Buy
+17,675
New +$768K 0.01% 794
2015
Q4 		– Sell
-19,616
Closed -$463K – 486
2015
Q3 		$463K Buy
+19,616
New +$487K 0.01% 424

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

UBS O'Connor's MHO Position: Q3 2024 in Review

UBS O'Connor sold out of M/I Homes (MHO) in Q3 2024, closing a stake of 5,700 shares — an estimated $696K sold.

UBS O'Connor first reported a position in MHO in Q3 2015 and held it in 4 quarters. The position peaked at $701K in Q2 2022. 349 funds tracked by Wall St. Rank hold MHO as of Q3 2024.

  • UBS O'Connor reported no remaining M/I Homes position as of Q3 2024 after selling out during the quarter.
  • UBS O'Connor sold 5,700 M/I Homes shares in Q3 2024, an estimated $696K.
  • UBS O'Connor first reported a position in M/I Homes in Q3 2015 and held it in 4 quarters.
  • UBS O'Connor's M/I Homes position peaked at $701K in Q2 2022.
  • 349 funds tracked by Wall St. Rank held M/I Homes as of Q3 2024.

Based on UBS O'Connor's 13F filing for Q3 2024, filed 14 Nov 2024.