AFWM
MDC

AMJ Financial Wealth Management’s M.D.C. Holdings, Inc. MDC Stock Holding History

AMJ Financial Wealth Management’s Portfolio MDC Stock Details MDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-12,207
Closed -$725K – 105
2021
Q1 		$725K Buy
12,207
+1,573
+15% +$82.4K 0.35% 50
2020
Q4 		$479K Buy
10,634
+120
+1% +$5.35K 0.24% 61
2020
Q3 		$459K Buy
+10,514
New +$419K 0.27% 49

Other funds holding MDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AMJ Financial Wealth Management's MDC Position: Q2 2021 in Review

AMJ Financial Wealth Management sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2021, closing a stake of 12,207 shares — an estimated $725K sold.

AMJ Financial Wealth Management first reported a position in MDC in Q3 2020 and held it in 3 quarters. The position peaked at $725K in Q1 2021. 334 funds tracked by Wall St. Rank hold MDC as of Q2 2021.

  • AMJ Financial Wealth Management reported no remaining M.D.C. Holdings, Inc. position as of Q2 2021 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 12,207 M.D.C. Holdings, Inc. shares in Q2 2021, an estimated $725K.
  • AMJ Financial Wealth Management first reported a position in M.D.C. Holdings, Inc. in Q3 2020 and held it in 3 quarters.
  • AMJ Financial Wealth Management's M.D.C. Holdings, Inc. position peaked at $725K in Q1 2021.
  • 334 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2021.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.