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

Evergreen 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	-15,050	Closed	-$947K	–	1004
2024 Q1	$947K	Buy	15,050 +253	+2%	+$15.4K	0.04%	299
2023 Q4	$818K	Buy	14,797 +2,143	+17%	+$94.9K	0.03%	313
2023 Q3	$522K	Buy	12,654 +118	+0.9%	+$5.5K	0.02%	380
2023 Q2	$586K	Buy	12,536 +1,511	+14%	+$62.9K	0.02%	361
2023 Q1	$429K	Buy	11,025 +484	+5%	+$17.9K	0.02%	408
2022 Q4	$333K	Buy	10,541 +2,961	+39%	+$91.5K	0.02%	455
2022 Q3	$208K	Buy	+7,580	New	+$251K	0.01%	550

Other funds holding MDC

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Evergreen Capital Management sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 15,050 shares — an estimated $947K sold.

Evergreen Capital Management first reported a position in MDC in Q3 2022 and held it in 7 quarters. The position peaked at $947K in Q1 2024. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

Evergreen Capital Management reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
Evergreen Capital Management sold 15,050 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $947K.
Evergreen Capital Management first reported a position in M.D.C. Holdings, Inc. in Q3 2022 and held it in 7 quarters.
Evergreen Capital Management's M.D.C. Holdings, Inc. position peaked at $947K in Q1 2024.
4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Evergreen Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.