EWA
MDC

EverSource Wealth Advisors’s M.D.C. Holdings, Inc. MDC Stock Holding History

EverSource Wealth Advisors’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
-824
Closed -$45.5K – 3016
2023
Q4 		$45.5K Sell
824
-324
-28% -$14.3K ﹤0.01% 936
2023
Q3 		$47.3K Hold
1,148
– – 0.01% 832
2023
Q2 		$53.7K Buy
1,148
+129
+13% +$5.37K 0.01% 809
2023
Q1 		$39.6K Buy
1,019
+70
+7% +$2.59K ﹤0.01% 873
2022
Q4 		$30K Buy
949
+825
+665% +$25.5K ﹤0.01% 945
2022
Q3 		$3K Sell
124
-333
-73% -$11K ﹤0.01% 1608
2022
Q2 		$15K Buy
457
+263
+136% +$9.41K ﹤0.01% 917
2022
Q1 		$7K Sell
194
-2
-1% -$91 ﹤0.01% 1156
2021
Q4 		$11K Buy
+196
New +$9.98K ﹤0.01% 945

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

EverSource Wealth Advisors's MDC Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2024, closing a stake of 824 shares — an estimated $45.5K sold.

EverSource Wealth Advisors first reported a position in MDC in Q4 2021 and held it in 9 quarters. The position peaked at $53.7K in Q2 2023. 323 funds tracked by Wall St. Rank hold MDC as of Q1 2024.

  • EverSource Wealth Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 824 M.D.C. Holdings, Inc. shares in Q1 2024, an estimated $45.5K.
  • EverSource Wealth Advisors first reported a position in M.D.C. Holdings, Inc. in Q4 2021 and held it in 9 quarters.
  • EverSource Wealth Advisors's M.D.C. Holdings, Inc. position peaked at $53.7K in Q2 2023.
  • 323 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.