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

Wipfli 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
2022
Q3 		$35K Buy
+959
New +$41.4K ﹤0.01% 1287

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wipfli Financial Advisors's MHO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in M/I Homes (MHO) in Q3 2022: 959 shares worth $35K. The stake represents ﹤0.01% of the portfolio and ranks #1287 among its holdings.

222 funds tracked by Wall St. Rank hold MHO as of Q3 2022.

  • Wipfli Financial Advisors held 959 shares of M/I Homes worth $35K as of Q3 2022.
  • M/I Homes was a new Wipfli Financial Advisors position in Q3 2022.
  • M/I Homes made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1287 holding.
  • 222 funds tracked by Wall St. Rank held M/I Homes as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.