CastleKeep Investment Advisors
MDC

CastleKeep Investment Advisors’s M.D.C. Holdings, Inc. MDC Stock Holding History

CastleKeep Investment 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
2024
Q2 		– Sell
-15,340
Closed -$965K – 115
2024
Q1 		$965K Sell
15,340
-5,431
-26% -$332K 0.7% 49
2023
Q4 		$1.15M Buy
+20,771
New +$919K 0.82% 33

Other funds holding MDC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

CastleKeep Investment Advisors's MDC Position: Q2 2024 in Review

CastleKeep Investment Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 15,340 shares — an estimated $965K sold.

CastleKeep Investment Advisors first reported a position in MDC in Q4 2023 and held it in 2 quarters. The position peaked at $1.15M in Q4 2023. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • CastleKeep Investment Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 15,340 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $965K.
  • CastleKeep Investment Advisors first reported a position in M.D.C. Holdings, Inc. in Q4 2023 and held it in 2 quarters.
  • CastleKeep Investment Advisors's M.D.C. Holdings, Inc. position peaked at $1.15M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on CastleKeep Investment Advisors's 13F filing for Q2 2024, filed 14 Feb 2025.