CIC
MDC

Chase Investment Counsel’s M.D.C. Holdings, Inc. MDC Stock Holding History

Chase Investment Counsel’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
-6,206
Closed -$390K – 156
2024
Q1 		$390K Sell
6,206
-600
-9% -$36.6K 0.15% 110
2023
Q4 		$376K Sell
6,806
-1,505
-18% -$66.6K 0.17% 102
2023
Q3 		$342K Buy
8,311
+65
+0.8% +$3.03K 0.17% 100
2023
Q2 		$385K Buy
+8,246
New +$343K 0.19% 75

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

Chase Investment Counsel's MDC Position: Q2 2024 in Review

Chase Investment Counsel sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 6,206 shares — an estimated $390K sold.

Chase Investment Counsel first reported a position in MDC in Q2 2023 and held it in 4 quarters. The position peaked at $390K in Q1 2024. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Chase Investment Counsel reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Chase Investment Counsel sold 6,206 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $390K.
  • Chase Investment Counsel first reported a position in M.D.C. Holdings, Inc. in Q2 2023 and held it in 4 quarters.
  • Chase Investment Counsel's M.D.C. Holdings, Inc. position peaked at $390K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Chase Investment Counsel's 13F filing for Q2 2024, filed 2 Aug 2024.