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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elmwood Wealth Management's MDC Position: Q3 2020 in Review

Elmwood Wealth Management held its M.D.C. Holdings, Inc. (MDC) position steady in Q3 2020 at 242 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #199.

Elmwood Wealth Management first reported a position in MDC in Q1 2018 and has held it in 10 quarters since. The position peaked at $17.8K in Q2 2018. 296 funds tracked by Wall St. Rank hold MDC as of Q3 2020.

Elmwood Wealth Management held 242 shares of M.D.C. Holdings, Inc. worth $8K as of Q3 2020.
Elmwood Wealth Management left its M.D.C. Holdings, Inc. share count unchanged in Q3 2020.
M.D.C. Holdings, Inc. made up 0.01% of Elmwood Wealth Management's portfolio in Q3 2020, its #199 holding.
Elmwood Wealth Management first reported a position in M.D.C. Holdings, Inc. in Q1 2018 and has held it in 10 quarters since.
Elmwood Wealth Management's M.D.C. Holdings, Inc. position peaked at $17.8K in Q2 2018.
296 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2020.

Based on Elmwood Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.