ECM
MDC

Everence Capital Management’s M.D.C. Holdings, Inc. MDC Stock Holding History

Everence Capital 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
2024
Q2 		– Sell
-10,555
Closed -$664K – 761
2024
Q1 		$664K Hold
10,555
– – 0.04% 334
2023
Q4 		$583K Hold
10,555
– – 0.04% 354
2023
Q3 		$435K Hold
10,555
– – 0.03% 433
2023
Q2 		$425K Hold
10,555
– – 0.03% 400
2023
Q1 		$410K Hold
10,555
– – 0.03% 420
2022
Q4 		$334K Hold
10,555
– – 0.03% 499
2022
Q3 		$289K Hold
10,555
– – 0.03% 526
2022
Q2 		$341K Hold
10,555
– – 0.03% 470
2022
Q1 		$399K Hold
10,555
– – 0.03% 482
2021
Q4 		$589K Hold
10,555
– – 0.04% 354
2021
Q3 		$493K Hold
10,555
– – 0.04% 409
2021
Q2 		$534K Hold
10,555
– – 0.04% 374
2021
Q1 		$627K Sell
10,555
-1
-0% -$52 0.06% 292
2020
Q4 		$475K Hold
10,556
– – 0.05% 354
2020
Q3 		$460K Sell
10,556
-6,847
-39% -$273K 0.05% 323
2020
Q2 		$548K Hold
17,403
– – 0.06% 263
2020
Q1 		$374K Hold
17,403
– – 0.05% 319
2019
Q4 		$615K Hold
17,403
– – 0.09% 238
2019
Q3 		$695K Hold
17,403
– – 0.11% 194
2019
Q2 		$528K Sell
17,403
-3,489
-17% -$103K 0.09% 244
2019
Q1 		$562K Buy
+20,892
New +$553K 0.1% 220

Other funds holding MDC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Everence Capital Management's MDC Position: Q2 2024 in Review

Everence Capital Management sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 10,555 shares — an estimated $664K sold.

Everence Capital Management first reported a position in MDC in Q1 2019 and held it in 21 quarters. The position peaked at $695K in Q3 2019. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Everence Capital Management reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Everence Capital Management sold 10,555 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $664K.
  • Everence Capital Management first reported a position in M.D.C. Holdings, Inc. in Q1 2019 and held it in 21 quarters.
  • Everence Capital Management's M.D.C. Holdings, Inc. position peaked at $695K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Everence Capital Management's 13F filing for Q2 2024, filed 3 Jul 2024.