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

Covestor’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	-1,676	Closed	-$105K	–	2903
2024 Q1	$105K	Sell	1,676 -2,674	-61%	-$163K	0.07%	517
2023 Q4	$241K	Buy	4,350 +224	+5%	+$9.92K	0.16%	82
2023 Q3	$170K	Sell	4,126 -1,182	-22%	-$55.1K	0.13%	165
2023 Q2	$248K	Sell	5,308 -806	-13%	-$33.6K	0.19%	68
2023 Q1	$238K	Sell	6,114 -472	-7%	-$17.5K	0.21%	67
2022 Q4	$208K	Buy	6,586 +1,217	+23%	+$37.6K	0.17%	103
2022 Q3	$147K	Sell	5,369 -414	-7%	-$13.7K	0.13%	172
2022 Q2	$187K	Buy	5,783 +1,634	+39%	+$58.5K	0.15%	130
2022 Q1	$157K	Buy	4,149 +2,088	+101%	+$95.4K	0.1%	256
2021 Q4	$115K	Buy	+2,061	New	+$105K	0.16%	118

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

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

Covestor's MDC Position: Q2 2024 in Review

Covestor sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 1,676 shares — an estimated $105K sold.

Covestor first reported a position in MDC in Q4 2021 and held it in 10 quarters. The position peaked at $248K in Q2 2023. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

Covestor reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
Covestor sold 1,676 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $105K.
Covestor first reported a position in M.D.C. Holdings, Inc. in Q4 2021 and held it in 10 quarters.
Covestor's M.D.C. Holdings, Inc. position peaked at $248K in Q2 2023.
4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Covestor's 13F filing for Q2 2024, filed 9 Aug 2024.