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Winfield Associates’s M/I Homes MHO Stock Holding History

Winfield Associates’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
2022
Q1 		$492K Hold
11,100
– – 0.18% 104
2021
Q4 		$690K Buy
11,100
+2,000
+22% +$120K 0.23% 88
2021
Q3 		$526K Sell
9,100
-2,200
-19% -$135K 0.19% 98
2021
Q2 		$663K Buy
11,300
+3,000
+36% +$194K 0.24% 87
2021
Q1 		$490K Buy
+8,300
New +$431K 0.2% 93

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Winfield Associates's MHO Position: Q1 2022 in Review

Winfield Associates held its M/I Homes (MHO) position steady in Q1 2022 at 11,100 shares worth $492K. The position accounts for 0.18% of the portfolio, ranked #104.

Winfield Associates first reported a position in MHO in Q1 2021 and has held it in 5 quarters since. The position peaked at $690K in Q4 2021. 221 funds tracked by Wall St. Rank hold MHO as of Q1 2022.

  • Winfield Associates held 11,100 shares of M/I Homes worth $492K as of Q1 2022.
  • Winfield Associates left its M/I Homes share count unchanged in Q1 2022.
  • M/I Homes made up 0.18% of Winfield Associates's portfolio in Q1 2022, its #104 holding.
  • Winfield Associates first reported a position in M/I Homes in Q1 2021 and has held it in 5 quarters since.
  • Winfield Associates's M/I Homes position peaked at $690K in Q4 2021.
  • 221 funds tracked by Wall St. Rank held M/I Homes as of Q1 2022.

Based on Winfield Associates's 13F filing for Q1 2022, filed 5 Apr 2022.