EWM
MDC

Elmwood Wealth Management’s M.D.C. Holdings, Inc. MDC Stock Holding History

Elmwood Wealth 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
2020
Q3 		$8K Hold
242
– – 0.01% 199
2020
Q2 		$8K Sell
242
-384
-61% -$10.6K 0.01% 199
2020
Q1 		$16.2K Buy
+626
New +$21.9K 0.02% 171
2019
Q4 		– Sell
-350
Closed -$14K – 259
2019
Q3 		$14K Hold
350
– – 0.01% 165
2019
Q2 		$11K Hold
350
– – 0.01% 190
2019
Q1 		$9K Sell
350
-327
-48% -$8.66K 0.01% 197
2018
Q4 		$16K Hold
677
– – 0.02% 169
2018
Q3 		$17.2K Hold
677
– – 0.01% 177
2018
Q2 		$17.8K Hold
677
– – 0.02% 174
2018
Q1 		$16.2K Buy
+677
New +$17.9K 0.02% 171

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return