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West Branch Capital’s M/I Homes MHO Stock Holding History

West Branch Capital’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
2023
Q2 		– Sell
-106
Closed -$6.69K – 462
2023
Q1 		$6.69K Hold
106
– – ﹤0.01% 323
2022
Q4 		$4.89K Hold
106
– – ﹤0.01% 346
2022
Q3 		$4K Hold
106
– – ﹤0.01% 370
2022
Q2 		$4K Buy
+106
New +$4.61K ﹤0.01% 353

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

West Branch Capital's MHO Position: Q2 2023 in Review

West Branch Capital sold out of M/I Homes (MHO) in Q2 2023, closing a stake of 106 shares — an estimated $6.69K sold.

West Branch Capital first reported a position in MHO in Q2 2022 and held it in 4 quarters. The position peaked at $6.69K in Q1 2023. 259 funds tracked by Wall St. Rank hold MHO as of Q2 2023.

  • West Branch Capital reported no remaining M/I Homes position as of Q2 2023 after selling out during the quarter.
  • West Branch Capital sold 106 M/I Homes shares in Q2 2023, an estimated $6.69K.
  • West Branch Capital first reported a position in M/I Homes in Q2 2022 and held it in 4 quarters.
  • West Branch Capital's M/I Homes position peaked at $6.69K in Q1 2023.
  • 259 funds tracked by Wall St. Rank held M/I Homes as of Q2 2023.

Based on West Branch Capital's 13F filing for Q2 2023, filed 7 Aug 2023.