CAM
MDC

Cresset Asset Management’s M.D.C. Holdings, Inc. MDC Stock Holding History

Cresset Asset Management’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
-26,611
Closed -$1.67M – 2193
2024
Q1 		$1.67M Sell
26,611
-8,623
-24% -$527K 0.01% 735
2023
Q4 		$1.95M Buy
35,234
+5,279
+18% +$234K 0.01% 607
2023
Q3 		$1.24M Buy
29,955
+4,493
+18% +$209K ﹤0.01% 750
2023
Q2 		$1.19M Buy
+25,462
New +$1.06M ﹤0.01% 857
2019
Q2 		– Sell
-118
Closed -$3K – 1817
2019
Q1 		$3K Sell
118
-4
-3% -$106 ﹤0.01% 1573
2018
Q4 		$3K Buy
+122
New +$2.95K ﹤0.01% 1233

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

Cresset Asset Management's MDC Position: Q2 2024 in Review

Cresset Asset Management sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 26,611 shares — an estimated $1.67M sold.

Cresset Asset Management first reported a position in MDC in Q4 2018 and held it in 6 quarters. The position peaked at $1.95M in Q4 2023. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Cresset Asset Management reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Cresset Asset Management sold 26,611 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $1.67M.
  • Cresset Asset Management first reported a position in M.D.C. Holdings, Inc. in Q4 2018 and held it in 6 quarters.
  • Cresset Asset Management's M.D.C. Holdings, Inc. position peaked at $1.95M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Cresset Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.