Ziegler Capital Management’s M/I Homes MHO Stock Holding History

Ziegler Capital Management’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
2024 Q1	$1.26M	Buy	9,215 +585	+7%	+$74.3K	0.05%	246
2023 Q4	$1.19M	Hold	8,630	–	–	0.05%	259
2023 Q3	$725K	Sell	8,630 -84	-1%	-$7.76K	0.03%	301
2023 Q2	$760K	Buy	+8,714	New	+$617K	0.03%	308
2022 Q1	–	Sell	-21,862	Closed	-$1.36M	–	410
2021 Q4	$1.36M	Sell	21,862 -2,496	-10%	-$149K	0.05%	282
2021 Q3	$1.41M	Sell	24,358 -841	-3%	-$51.5K	0.05%	303
2021 Q2	$1.48M	Buy	25,199 +338	+1%	+$21.8K	0.05%	299
2021 Q1	$1.47M	Sell	24,861 -653	-3%	-$33.9K	0.05%	288
2020 Q4	$1.13M	Sell	25,514 -3,636	-12%	-$164K	0.04%	306
2020 Q3	$1.34M	Sell	29,150 -448	-2%	-$18.6K	0.05%	261
2020 Q2	$1.02M	Buy	+29,598	New	+$810K	0.03%	309

Other funds holding MHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

DSC

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

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

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

Ziegler Capital Management's MHO Position: Q1 2024 in Review

Ziegler Capital Management increased its M/I Homes (MHO) stake by 6.8% in Q1 2024, buying an estimated $74.3K and bringing the position to 9,215 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #246.

Ziegler Capital Management first reported a position in MHO in Q2 2020 and has held it in 11 quarters since. The position peaked at $1.48M in Q2 2021. 302 funds tracked by Wall St. Rank hold MHO as of Q1 2024.

Ziegler Capital Management held 9,215 shares of M/I Homes worth $1.26M as of Q1 2024.
Ziegler Capital Management bought 585 M/I Homes shares in Q1 2024, an estimated $74.3K.
M/I Homes made up 0.05% of Ziegler Capital Management's portfolio in Q1 2024, its #246 holding.
Ziegler Capital Management first reported a position in M/I Homes in Q2 2020 and has held it in 11 quarters since.
Ziegler Capital Management's M/I Homes position peaked at $1.48M in Q2 2021.
302 funds tracked by Wall St. Rank held M/I Homes as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.