UB
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UMB Bank’s M/I Homes MHO Stock Holding History

UMB Bank’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 		$20.7K Buy
169
+1
+0.6% +$135 ﹤0.01% 1591
2025
Q4 		$21.5K Buy
168
+43
+34% +$5.68K ﹤0.01% 1538
2025
Q3 		$18.1K Buy
125
+22
+21% +$2.98K ﹤0.01% 1478
2025
Q2 		$11.5K Buy
103
+19
+23% +$2.06K ﹤0.01% 1560
2025
Q1 		$9.59K Sell
84
-3
-3% -$368 ﹤0.01% 1563
2024
Q4 		$11.6K Buy
87
+25
+40% +$3.94K ﹤0.01% 1422
2024
Q3 		$10.6K Buy
62
+30
+94% +$4.55K ﹤0.01% 1460
2024
Q2 		$3.91K Buy
32
+18
+129% +$2.2K ﹤0.01% 1525
2024
Q1 		$1.91K Buy
+14
New +$1.78K ﹤0.01% 1556

Other funds holding MHO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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