Cerity Partners
MDC

Cerity Partners’s M.D.C. Holdings, Inc. MDC Stock Holding History

Cerity Partners’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
-6,475
Closed -$407K – 2443
2024
Q1 		$407K Buy
+6,475
New +$395K ﹤0.01% 1708

Other funds holding MDC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 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

Cerity Partners's MDC Position: Q2 2024 in Review

Cerity Partners sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 6,475 shares — an estimated $407K sold.

Cerity Partners first reported a position in MDC in Q1 2024 and held it in 1 quarter. The position peaked at $407K in Q1 2024. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Cerity Partners reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Cerity Partners sold 6,475 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $407K.
  • Cerity Partners first reported a position in M.D.C. Holdings, Inc. in Q1 2024 and held it in 1 quarter.
  • Cerity Partners's M.D.C. Holdings, Inc. position peaked at $407K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Cerity Partners's 13F filing for Q2 2024, filed 13 Aug 2024.