BCWM
MDC

Bartlett & Co Wealth Management’s M.D.C. Holdings, Inc. MDC Stock Holding History

Bartlett & Co 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
Q4 		– Sell
-22
Closed -$1.03K – 923
2021
Q3 		$1.03K Buy
+22
New +$1.11K ﹤0.01% 913

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bartlett & Co Wealth Management's MDC Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of M.D.C. Holdings, Inc. (MDC) in Q4 2021, closing a stake of 22 shares — an estimated $1.03K sold.

Bartlett & Co Wealth Management first reported a position in MDC in Q3 2021 and held it in 1 quarter. The position peaked at $1.03K in Q3 2021. 327 funds tracked by Wall St. Rank hold MDC as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining M.D.C. Holdings, Inc. position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 22 M.D.C. Holdings, Inc. shares in Q4 2021, an estimated $1.03K.
  • Bartlett & Co Wealth Management first reported a position in M.D.C. Holdings, Inc. in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's M.D.C. Holdings, Inc. position peaked at $1.03K in Q3 2021.
  • 327 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.