Berman Capital Advisors’s M.D.C. Holdings, Inc. MDC Stock Holding History

Berman Capital Advisors’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 Q3	$43K	Buy	939 +311	+50%	+$15.8K	0.01%	736
2021 Q2	$31K	Buy	628 +265	+73%	+$15.2K	﹤0.01%	761
2021 Q1	$21K	Buy	363 +290	+397%	+$15.2K	﹤0.01%	783
2020 Q4	$3K	Hold	73	–	–	﹤0.01%	1346
2020 Q3	$3K	Hold	73	–	–	﹤0.01%	1232
2020 Q2	$2K	Buy	73 +35	+92%	+$967	﹤0.01%	1340
2020 Q1	$0	Hold	38	–	–	﹤0.01%	1718
2019 Q4	$1K	Hold	38	–	–	﹤0.01%	1416
2019 Q3	$1K	Hold	38	–	–	﹤0.01%	1395
2019 Q2	$1K	Hold	38	–	–	﹤0.01%	1412
2019 Q1	$1K	Hold	38	–	–	﹤0.01%	1292
2018 Q4	$0	Buy	+38	New	+$919	﹤0.01%	1285

Other funds holding MDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's MDC Position: Q3 2021 in Review

Berman Capital Advisors increased its M.D.C. Holdings, Inc. (MDC) stake by 50% in Q3 2021, buying an estimated $15.8K and bringing the position to 939 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #736.

Berman Capital Advisors first reported a position in MDC in Q4 2018 and has held it in 12 quarters since. 313 funds tracked by Wall St. Rank hold MDC as of Q3 2021.

Berman Capital Advisors held 939 shares of M.D.C. Holdings, Inc. worth $43K as of Q3 2021.
Berman Capital Advisors bought 311 M.D.C. Holdings, Inc. shares in Q3 2021, an estimated $15.8K.
M.D.C. Holdings, Inc. made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #736 holding.
Berman Capital Advisors first reported a position in M.D.C. Holdings, Inc. in Q4 2018 and has held it in 12 quarters since.
313 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.