CI Investments Inc’s M.D.C. Holdings, Inc. MDC Stock Holding History

CI Investments Inc’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	-1,836	Closed	-$116K	–	1331
2024 Q1	$116K	Sell	1,836 -1,518	-45%	-$92.7K	﹤0.01%	856
2023 Q4	$185K	Sell	3,354 -99	-3%	-$4.38K	﹤0.01%	669
2023 Q3	$142K	Buy	+3,453	New	+$161K	﹤0.01%	745
2022 Q1	–	Sell	-17,600	Closed	-$983K	–	1473
2021 Q4	$983K	Buy	17,600 +12,601	+252%	+$642K	﹤0.01%	458
2021 Q3	$234K	Buy	4,999 +33	+0.7%	+$1.67K	﹤0.01%	709
2021 Q2	$251K	Buy	4,966 +1,951	+65%	+$112K	﹤0.01%	708
2021 Q1	$179K	Sell	3,015 -716	-19%	-$37.5K	﹤0.01%	682
2020 Q4	$168K	Buy	+3,731	New	+$166K	﹤0.01%	678

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 $252M AUM 18.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

CI Investments Inc's MDC Position: Q2 2024 in Review

CI Investments Inc sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 1,836 shares — an estimated $116K sold.

CI Investments Inc first reported a position in MDC in Q4 2020 and held it in 8 quarters. The position peaked at $983K in Q4 2021. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

CI Investments Inc reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
CI Investments Inc sold 1,836 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $116K.
CI Investments Inc first reported a position in M.D.C. Holdings, Inc. in Q4 2020 and held it in 8 quarters.
CI Investments Inc's M.D.C. Holdings, Inc. position peaked at $983K in Q4 2021.
4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on CI Investments Inc's 13F filing for Q2 2024, filed 12 Aug 2024.