BAAM
MDC

Baker Avenue Asset Management’s M.D.C. Holdings, Inc. MDC Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-169
Closed -$6.97K – 1591
2023
Q3 		$6.97K Hold
169
– – ﹤0.01% 860
2023
Q2 		$7.9K Buy
169
+5
+3% +$208 ﹤0.01% 783
2023
Q1 		$6.38K Hold
164
– – ﹤0.01% 834
2022
Q4 		$5.18K Buy
+164
New +$5.07K ﹤0.01% 818

Other funds holding MDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
C
CVentures Denver, Colorado $490M AUM
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Baker Avenue Asset Management's MDC Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of M.D.C. Holdings, Inc. (MDC) in Q4 2023, closing a stake of 169 shares — an estimated $6.97K sold.

Baker Avenue Asset Management first reported a position in MDC in Q4 2022 and held it in 4 quarters. The position peaked at $7.9K in Q2 2023. 367 funds tracked by Wall St. Rank hold MDC as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining M.D.C. Holdings, Inc. position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 169 M.D.C. Holdings, Inc. shares in Q4 2023, an estimated $6.97K.
  • Baker Avenue Asset Management first reported a position in M.D.C. Holdings, Inc. in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's M.D.C. Holdings, Inc. position peaked at $7.9K in Q2 2023.
  • 367 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.