CA
MDC

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

Clearstead 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
Q1 		– Sell
-138
Closed -$7.63K – 1649
2023
Q4 		$7.63K Sell
138
-12
-8% -$531 ﹤0.01% 1104
2023
Q3 		$6.19K Buy
+150
New +$6.99K ﹤0.01% 1194
2022
Q4 		– Sell
-201
Closed -$6K – 1397
2022
Q3 		$6K Hold
201
– – ﹤0.01% 966
2022
Q2 		$6K Hold
201
– – ﹤0.01% 992
2022
Q1 		$8K Hold
201
– – ﹤0.01% 1026
2021
Q4 		$11K Hold
201
– – ﹤0.01% 927
2021
Q3 		$9K Buy
+201
New +$10.2K ﹤0.01% 965

Other funds holding MDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Clearstead Advisors's MDC Position: Q1 2024 in Review

Clearstead Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2024, closing a stake of 138 shares — an estimated $7.63K sold.

Clearstead Advisors first reported a position in MDC in Q3 2021 and held it in 7 quarters. The position peaked at $11K in Q4 2021. 323 funds tracked by Wall St. Rank hold MDC as of Q1 2024.

  • Clearstead Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Clearstead Advisors sold 138 M.D.C. Holdings, Inc. shares in Q1 2024, an estimated $7.63K.
  • Clearstead Advisors first reported a position in M.D.C. Holdings, Inc. in Q3 2021 and held it in 7 quarters.
  • Clearstead Advisors's M.D.C. Holdings, Inc. position peaked at $11K in Q4 2021.
  • 323 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2024.

Based on Clearstead Advisors's 13F filing for Q1 2024, filed 14 May 2024.