UFF
MHO icon

USA Financial Formulas’s M/I Homes MHO Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-217
Closed -$29.9K – 379
2023
Q4 		$29.9K Buy
217
+185
+578% +$18.5K 0.01% 210
2023
Q3 		$2.69K Sell
32
-12
-27% -$1.11K ﹤0.01% 312
2023
Q2 		$3.84K Buy
+44
New +$3.12K 0.01% 238
2020
Q2 		– Sell
-1,336
Closed -$22K – 292
2020
Q1 		$22K Buy
+1,336
New +$48.3K 0.01% 147

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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

USA Financial Formulas's MHO Position: Q1 2024 in Review

USA Financial Formulas sold out of M/I Homes (MHO) in Q1 2024, closing a stake of 217 shares — an estimated $29.9K sold.

USA Financial Formulas first reported a position in MHO in Q1 2020 and held it in 4 quarters. The position peaked at $29.9K in Q4 2023. 302 funds tracked by Wall St. Rank hold MHO as of Q1 2024.

  • USA Financial Formulas reported no remaining M/I Homes position as of Q1 2024 after selling out during the quarter.
  • USA Financial Formulas sold 217 M/I Homes shares in Q1 2024, an estimated $29.9K.
  • USA Financial Formulas first reported a position in M/I Homes in Q1 2020 and held it in 4 quarters.
  • USA Financial Formulas's M/I Homes position peaked at $29.9K in Q4 2023.
  • 302 funds tracked by Wall St. Rank held M/I Homes as of Q1 2024.

Based on USA Financial Formulas's 13F filing for Q1 2024, filed 30 Apr 2024.