Financial Gravity Asset Management’s M.D.C. Holdings, Inc. MDC Stock Holding History

Financial Gravity Asset 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 Q1	–	Sell	-1	Closed	-$47	–	1338
2023 Q4	$47	Buy	+1	New	+$44	﹤0.01%	1146
2019 Q4	$38K	Buy	+11	New	+$414	0.03%	772
2019 Q2	–	Sell	-120	Closed	-$3K	–	1733
2019 Q1	$3K	Buy	+120	New	+$3.18K	﹤0.01%	887
2018 Q2	–	Sell	-2	Closed	–	–	1651
2018 Q1	$0	Buy	+2	New	+$53	﹤0.01%	1524

Other funds holding MDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Financial Gravity Asset Management's MDC Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2024, closing a stake of 1 share — an estimated $47 sold.

Financial Gravity Asset Management first reported a position in MDC in Q1 2018 and held it in 4 quarters. The position peaked at $38K in Q4 2019. 323 funds tracked by Wall St. Rank hold MDC as of Q1 2024.

Financial Gravity Asset Management reported no remaining M.D.C. Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 M.D.C. Holdings, Inc. share in Q1 2024, an estimated $47.
Financial Gravity Asset Management first reported a position in M.D.C. Holdings, Inc. in Q1 2018 and held it in 4 quarters.
Financial Gravity Asset Management's M.D.C. Holdings, Inc. position peaked at $38K in Q4 2019.
323 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.