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

Crewe 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
2022 Q4	–	Sell	-81	Closed	-$2K	–	1324
2022 Q3	$2K	Hold	81	–	–	﹤0.01%	1098
2022 Q2	$3K	Buy	+81	New	+$2.9K	﹤0.01%	942

Other funds holding MDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CVentures Denver, Colorado $490M AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crewe Advisors's MDC Position: Q4 2022 in Review

Crewe Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q4 2022, closing a stake of 81 shares — an estimated $2K sold.

Crewe Advisors first reported a position in MDC in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 307 funds tracked by Wall St. Rank hold MDC as of Q4 2022.

Crewe Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 81 M.D.C. Holdings, Inc. shares in Q4 2022, an estimated $2K.
Crewe Advisors first reported a position in M.D.C. Holdings, Inc. in Q2 2022 and held it in 2 quarters.
Crewe Advisors's M.D.C. Holdings, Inc. position peaked at $3K in Q2 2022.
307 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.