GIM
MDC

Groesbeck Investment Management’s M.D.C. Holdings, Inc. MDC Stock Holding History

Groesbeck Investment 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
-26,678
Closed -$1.47M – 99
2023
Q4 		$1.47M Buy
26,678
+2,150
+9% +$95.2K 2.04% 12
2023
Q3 		$1.01M Buy
24,528
+1,035
+4% +$48.2K 1.53% 19
2023
Q2 		$1.1M Sell
23,493
-1,798
-7% -$74.9K 1.67% 18
2023
Q1 		$983K Buy
25,291
+10,395
+70% +$384K 1.47% 19
2022
Q4 		$471K Buy
14,896
+4,458
+43% +$138K 0.79% 47
2022
Q3 		$337K Hold
10,438
– – 0.56% 62
2022
Q2 		$337K Buy
10,438
+184
+2% +$6.58K 0.56% 62
2022
Q1 		$388K Buy
10,254
+2,960
+41% +$135K 0.43% 77
2021
Q4 		$407K Sell
7,294
-2,559
-26% -$130K 0.52% 60
2021
Q3 		$460K Sell
9,853
-2,421
-20% -$123K 0.53% 72
2021
Q2 		$621K Buy
+12,274
New +$703K 0.79% 49

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Groesbeck Investment Management's MDC Position: Q1 2024 in Review

Groesbeck Investment Management sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2024, closing a stake of 26,678 shares — an estimated $1.47M sold.

Groesbeck Investment Management first reported a position in MDC in Q2 2021 and held it in 11 quarters. The position peaked at $1.47M in Q4 2023. 323 funds tracked by Wall St. Rank hold MDC as of Q1 2024.

  • Groesbeck Investment Management reported no remaining M.D.C. Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Groesbeck Investment Management sold 26,678 M.D.C. Holdings, Inc. shares in Q1 2024, an estimated $1.47M.
  • Groesbeck Investment Management first reported a position in M.D.C. Holdings, Inc. in Q2 2021 and held it in 11 quarters.
  • Groesbeck Investment Management's M.D.C. Holdings, Inc. position peaked at $1.47M in Q4 2023.
  • 323 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2024.

Based on Groesbeck Investment Management's 13F filing for Q1 2024, filed 29 Apr 2024.