Hennion & Walsh Asset Management’s M.D.C. Holdings, Inc. MDC Stock Holding History

Hennion & Walsh 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	-4,111	Closed	-$259K	–	907
2024 Q1	$259K	Buy	+4,111	New	+$251K	0.01%	738
2021 Q3	–	Sell	-7,475	Closed	-$378K	–	771
2021 Q2	$378K	Sell	7,475 -656	-8%	-$37.6K	0.02%	568
2021 Q1	$483K	Buy	+8,131	New	+$426K	0.03%	504

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Hennion & Walsh Asset Management's MDC Position: Q2 2024 in Review

Hennion & Walsh Asset Management sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 4,111 shares — an estimated $259K sold.

Hennion & Walsh Asset Management first reported a position in MDC in Q1 2021 and held it in 3 quarters. The position peaked at $483K in Q1 2021. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

Hennion & Walsh Asset Management reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
Hennion & Walsh Asset Management sold 4,111 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $259K.
Hennion & Walsh Asset Management first reported a position in M.D.C. Holdings, Inc. in Q1 2021 and held it in 3 quarters.
Hennion & Walsh Asset Management's M.D.C. Holdings, Inc. position peaked at $483K in Q1 2021.
4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2024, filed 19 Jul 2024.