EF
MDC

Empowered Funds’s M.D.C. Holdings, Inc. MDC Stock Holding History

Empowered Funds’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
Q1 		– Sell
-36,781
Closed -$2.03M – 1456
2023
Q4 		$2.03M Buy
36,781
+3,491
+10% +$155K 0.05% 511
2023
Q3 		$1.37M Buy
33,290
+3,177
+11% +$148K 0.04% 558
2023
Q2 		$1.41M Buy
+30,113
New +$1.25M 0.05% 515

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Empowered Funds's MDC Position: Q1 2024 in Review

Empowered Funds sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2024, closing a stake of 36,781 shares — an estimated $2.03M sold.

Empowered Funds first reported a position in MDC in Q2 2023 and held it in 3 quarters. The position peaked at $2.03M in Q4 2023. 323 funds tracked by Wall St. Rank hold MDC as of Q1 2024.

  • Empowered Funds reported no remaining M.D.C. Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Empowered Funds sold 36,781 M.D.C. Holdings, Inc. shares in Q1 2024, an estimated $2.03M.
  • Empowered Funds first reported a position in M.D.C. Holdings, Inc. in Q2 2023 and held it in 3 quarters.
  • Empowered Funds's M.D.C. Holdings, Inc. position peaked at $2.03M in Q4 2023.
  • 323 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2024.

Based on Empowered Funds's 13F filing for Q1 2024, filed 6 May 2024.