GRP
MDC

Global Retirement Partners’s M.D.C. Holdings, Inc. MDC Stock Holding History

Global Retirement Partners’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
-853
Closed -$53.7K – 3680
2024
Q1 		$53.7K Hold
853
– – ﹤0.01% 1386
2023
Q4 		$45.4K Sell
853
-233
-21% -$10.3K ﹤0.01% 1417
2023
Q3 		$43.4K Hold
1,086
– – ﹤0.01% 1345
2023
Q2 		$50.8K Sell
1,086
-46
-4% -$1.92K ﹤0.01% 1271
2023
Q1 		$47.3K Buy
1,132
+147
+15% +$5.43K ﹤0.01% 1268
2022
Q4 		$31.1K Buy
985
+88
+10% +$2.72K ﹤0.01% 1287
2022
Q3 		$27K Buy
897
+326
+57% +$10.8K ﹤0.01% 1270
2022
Q2 		$18K Buy
571
+401
+236% +$14.4K ﹤0.01% 1403
2022
Q1 		$6K Buy
+170
New +$7.76K ﹤0.01% 1850

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

Global Retirement Partners's MDC Position: Q2 2024 in Review

Global Retirement Partners sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 853 shares — an estimated $53.7K sold.

Global Retirement Partners first reported a position in MDC in Q1 2022 and held it in 9 quarters. The position peaked at $53.7K in Q1 2024. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Global Retirement Partners reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Global Retirement Partners sold 853 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $53.7K.
  • Global Retirement Partners first reported a position in M.D.C. Holdings, Inc. in Q1 2022 and held it in 9 quarters.
  • Global Retirement Partners's M.D.C. Holdings, Inc. position peaked at $53.7K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.