FGAM
MDC

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
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MF
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.