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

West Oak 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
2025 Q1	–	Sell	-100	Closed	-$133K	–	312
2024 Q4	$133K	Hold	100	–	–	﹤0.01%	231
2024 Q3	$171	Buy	+100	New	+$15.2K	﹤0.01%	224

Other funds holding MHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

West Oak Capital's MHO Position: Q1 2025 in Review

West Oak Capital sold out of M/I Homes (MHO) in Q1 2025, closing a stake of 100 shares — an estimated $133K sold.

West Oak Capital first reported a position in MHO in Q3 2024 and held it in 2 quarters. The position peaked at $133K in Q4 2024. 321 funds tracked by Wall St. Rank hold MHO as of Q1 2025.

West Oak Capital reported no remaining M/I Homes position as of Q1 2025 after selling out during the quarter.
West Oak Capital sold 100 M/I Homes shares in Q1 2025, an estimated $133K.
West Oak Capital first reported a position in M/I Homes in Q3 2024 and held it in 2 quarters.
West Oak Capital's M/I Homes position peaked at $133K in Q4 2024.
321 funds tracked by Wall St. Rank held M/I Homes as of Q1 2025.

Based on West Oak Capital's 13F filing for Q1 2025, filed 16 Apr 2025.