DI
MDC

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

Disciplined Investments’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
2023
Q3 		– Sell
-19
Closed -$889 – 1664
2023
Q2 		$889 Hold
19
– – ﹤0.01% 1020
2023
Q1 		$739 Buy
19
+4
+27% +$148 ﹤0.01% 1097
2022
Q4 		$474 Hold
15
– – ﹤0.01% 1205
2022
Q3 		$0 Buy
15
+10
+200% +$331 ﹤0.01% 1695
2022
Q2 		$0 Sell
5
-10
-67% -$358 ﹤0.01% 1704
2022
Q1 		$1K Buy
+15
New +$685 ﹤0.01% 1277

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's MDC Position: Q3 2023 in Review

Disciplined Investments sold out of M.D.C. Holdings, Inc. (MDC) in Q3 2023, closing a stake of 19 shares — an estimated $889 sold.

Disciplined Investments first reported a position in MDC in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 346 funds tracked by Wall St. Rank hold MDC as of Q3 2023.

  • Disciplined Investments reported no remaining M.D.C. Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 19 M.D.C. Holdings, Inc. shares in Q3 2023, an estimated $889.
  • Disciplined Investments first reported a position in M.D.C. Holdings, Inc. in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's M.D.C. Holdings, Inc. position peaked at $1K in Q1 2022.
  • 346 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.