CIBC Private Wealth Group’s M.D.C. Holdings, Inc. MDC Stock Holding History

CIBC Private Wealth Group’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	-919	Closed	-$57.9K	–	3338
2024 Q1	$57.9K	Sell	919 -28,214	-97%	-$1.72M	﹤0.01%	1613
2023 Q4	$1.61M	Buy	29,133 +1,987	+7%	+$88K	﹤0.01%	544
2023 Q3	$1.12M	Sell	27,146 -779	-3%	-$36.3K	﹤0.01%	584
2023 Q2	$1.31M	Buy	27,925 +731	+3%	+$30.4K	﹤0.01%	554
2023 Q1	$4.52M	Buy	27,194 +291	+1%	+$10.8K	0.01%	408
2022 Q4	$850K	Sell	26,903 -163	-0.6%	-$5.04K	﹤0.01%	551
2022 Q3	$742K	Hold	27,066	–	–	﹤0.01%	646
2022 Q2	$875K	Sell	27,066 -7,435	-22%	-$266K	﹤0.01%	619
2022 Q1	$1.3M	Buy	34,501 +2,437	+8%	+$111K	﹤0.01%	599
2021 Q4	$1.79M	Buy	32,064 +4,257	+15%	+$217K	﹤0.01%	541
2021 Q3	$1.3M	Buy	27,807 +1,408	+5%	+$71.3K	﹤0.01%	572
2021 Q2	$1.34M	Sell	26,399 -133	-0.5%	-$7.62K	﹤0.01%	603
2021 Q1	$1.58M	Sell	26,532 -1,097	-4%	-$57.5K	﹤0.01%	578
2020 Q4	$1.24M	Buy	27,629 +945	+4%	+$42.1K	﹤0.01%	589
2020 Q3	$1.16M	Sell	26,684 -1,954	-7%	-$77.9K	﹤0.01%	534
2020 Q2	$947K	Buy	28,638 +6,648	+30%	+$184K	﹤0.01%	462
2020 Q1	$473K	Sell	21,990 -4,894	-18%	-$171K	﹤0.01%	638
2019 Q4	$950K	Sell	26,884 -16,131	-38%	-$607K	﹤0.01%	591
2019 Q3	$1.72M	Sell	43,015 -33	-0.1%	-$1.16K	0.01%	481
2019 Q2	$1.31M	Buy	43,048 +19	+0%	+$559	﹤0.01%	527
2019 Q1	$1.16M	Sell	43,029 -12	-0%	-$318	﹤0.01%	566
2018 Q4	$1.04M	Buy	43,041 +408	+1%	+$9.86K	﹤0.01%	558
2018 Q3	$1.08M	Sell	42,633 -69,859	-62%	-$1.87M	﹤0.01%	649
2018 Q2	$2.97M	Buy	112,492 +69,329	+161%	+$1.8M	0.01%	432
2018 Q1	$1.03M	Sell	43,163 -49,922	-54%	-$1.32M	﹤0.01%	640
2017 Q4	$2.54M	Buy	93,085 +64,309	+223%	+$1.77M	0.01%	457
2017 Q3	$758K	Sell	28,776 -10,205	-26%	-$270K	﹤0.01%	699
2017 Q2	$1.09M	Sell	38,981 -188	-0.5%	-$4.92K	0.01%	452
2017 Q1	$934K	Buy	39,169 +12,181	+45%	+$275K	0.01%	456
2016 Q4	$550K	Buy	+26,988	New	+$503K	﹤0.01%	513

Other funds holding MDC

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

CIBC Private Wealth Group's MDC Position: Q2 2024 in Review

CIBC Private Wealth Group sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 919 shares — an estimated $57.9K sold.

CIBC Private Wealth Group first reported a position in MDC in Q4 2016 and held it in 30 quarters. The position peaked at $4.52M in Q1 2023. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

CIBC Private Wealth Group reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
CIBC Private Wealth Group sold 919 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $57.9K.
CIBC Private Wealth Group first reported a position in M.D.C. Holdings, Inc. in Q4 2016 and held it in 30 quarters.
CIBC Private Wealth Group's M.D.C. Holdings, Inc. position peaked at $4.52M in Q1 2023.
4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.