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Valeo Financial Advisors’s M/I Homes MHO Stock Holding History

Valeo Financial Advisors’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
Q4 		– Sell
-1,630
Closed -$279K – 772
2024
Q3 		$279K Buy
+1,630
New +$247K 0.01% 554

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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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Valeo Financial Advisors's MHO Position: Q4 2024 in Review

Valeo Financial Advisors sold out of M/I Homes (MHO) in Q4 2024, closing a stake of 1,630 shares — an estimated $279K sold.

Valeo Financial Advisors first reported a position in MHO in Q3 2024 and held it in 1 quarter. The position peaked at $279K in Q3 2024. 340 funds tracked by Wall St. Rank hold MHO as of Q4 2024.

  • Valeo Financial Advisors reported no remaining M/I Homes position as of Q4 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,630 M/I Homes shares in Q4 2024, an estimated $279K.
  • Valeo Financial Advisors first reported a position in M/I Homes in Q3 2024 and held it in 1 quarter.
  • Valeo Financial Advisors's M/I Homes position peaked at $279K in Q3 2024.
  • 340 funds tracked by Wall St. Rank held M/I Homes as of Q4 2024.

Based on Valeo Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.