Washington Trust Advisors’s M/I Homes MHO Stock Holding History

Washington Trust 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
2025 Q4	–	Sell	-63	Closed	-$9.1K	–	652
2025 Q3	$9.1K	Hold	63	–	–	﹤0.01%	533
2025 Q2	$7.06K	Hold	63	–	–	﹤0.01%	526
2025 Q1	$7.19K	Buy	63 +15	+31%	+$1.84K	﹤0.01%	518
2024 Q4	$6.38K	Hold	48	–	–	﹤0.01%	541
2024 Q3	$8.23K	Hold	48	–	–	﹤0.01%	506
2024 Q2	$5.86K	Hold	48	–	–	﹤0.01%	534
2024 Q1	$6.54K	Hold	48	–	–	﹤0.01%	536
2023 Q4	$6.61K	Sell	48 -19	-28%	-$1.9K	﹤0.01%	539
2023 Q3	$5.63K	Sell	67 -50	-43%	-$4.62K	﹤0.01%	536
2023 Q2	$10.2K	Sell	117 -23	-16%	-$1.63K	﹤0.01%	453
2023 Q1	$8.83K	Sell	140 -18	-11%	-$1.04K	﹤0.01%	516
2022 Q4	$7.3K	Hold	158	–	–	﹤0.01%	539
2022 Q3	$6K	Hold	158	–	–	﹤0.01%	683
2022 Q2	$6K	Sell	158 -43	-21%	-$1.87K	﹤0.01%	717
2022 Q1	$9K	Hold	201	–	–	﹤0.01%	724
2021 Q4	$12K	Buy	+201	New	+$12K	﹤0.01%	702

Other funds holding MHO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return