FAM
MDC

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

Formidable 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
Q2 		– Sell
-3,935
Closed -$248K – 441
2024
Q1 		$248K Buy
+3,935
New +$240K 0.04% 305

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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Formidable Asset Management's MDC Position: Q2 2024 in Review

Formidable Asset Management sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 3,935 shares — an estimated $248K sold.

Formidable Asset Management first reported a position in MDC in Q1 2024 and held it in 1 quarter. The position peaked at $248K in Q1 2024. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Formidable Asset Management reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Formidable Asset Management sold 3,935 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $248K.
  • Formidable Asset Management first reported a position in M.D.C. Holdings, Inc. in Q1 2024 and held it in 1 quarter.
  • Formidable Asset Management's M.D.C. Holdings, Inc. position peaked at $248K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Formidable Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.