HA
MDC

Homestead Advisers’s M.D.C. Holdings, Inc. MDC Stock Holding History

Homestead Advisers’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
-50,488
Closed -$3.18M – 137
2024
Q1 		$3.18M Sell
50,488
-83,800
-62% -$5.12M 0.07% 84
2023
Q4 		$7.42M Hold
134,288
– – 0.19% 58
2023
Q3 		$5.54M Hold
134,288
– – 0.15% 62
2023
Q2 		$6.28M Hold
134,288
– – 0.17% 59
2023
Q1 		$5.22M Hold
134,288
– – 0.15% 64
2022
Q4 		$4.24M Buy
134,288
+23,000
+21% +$711K 0.11% 75
2022
Q3 		$3.05M Hold
111,288
– – 0.09% 82
2022
Q2 		$3.6M Buy
111,288
+9,000
+9% +$322K 0.1% 79
2022
Q1 		$3.87M Hold
102,288
– – 0.09% 83
2021
Q4 		$5.71M Hold
102,288
– – 0.13% 72
2021
Q3 		$4.78M Buy
102,288
+28,300
+38% +$1.43M 0.12% 77
2021
Q2 		$3.74M Buy
73,988
+24,200
+49% +$1.39M 0.09% 91
2021
Q1 		$2.96M Buy
+49,788
New +$2.61M 0.07% 99

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

Homestead Advisers's MDC Position: Q2 2024 in Review

Homestead Advisers sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 50,488 shares — an estimated $3.18M sold.

Homestead Advisers first reported a position in MDC in Q1 2021 and held it in 13 quarters. The position peaked at $7.42M in Q4 2023. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Homestead Advisers reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Homestead Advisers sold 50,488 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $3.18M.
  • Homestead Advisers first reported a position in M.D.C. Holdings, Inc. in Q1 2021 and held it in 13 quarters.
  • Homestead Advisers's M.D.C. Holdings, Inc. position peaked at $7.42M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Homestead Advisers's 13F filing for Q2 2024, filed 23 Jul 2024.