FA
MDC

Fiduciary Alliance’s M.D.C. Holdings, Inc. MDC Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-132
Closed -$6.17K – 1001
2023
Q2 		$6.17K Buy
+132
New +$5.5K ﹤0.01% 655
2023
Q1 		– Sell
-132
Closed -$4.17K – 920
2022
Q4 		$4.17K Buy
+132
New +$4.08K ﹤0.01% 580

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Alliance's MDC Position: Q3 2023 in Review

Fiduciary Alliance sold out of M.D.C. Holdings, Inc. (MDC) in Q3 2023, closing a stake of 132 shares — an estimated $6.17K sold.

Fiduciary Alliance first reported a position in MDC in Q4 2022 and held it in 2 quarters. The position peaked at $6.17K in Q2 2023. 346 funds tracked by Wall St. Rank hold MDC as of Q3 2023.

  • Fiduciary Alliance reported no remaining M.D.C. Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 132 M.D.C. Holdings, Inc. shares in Q3 2023, an estimated $6.17K.
  • Fiduciary Alliance first reported a position in M.D.C. Holdings, Inc. in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's M.D.C. Holdings, Inc. position peaked at $6.17K in Q2 2023.
  • 346 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.