IAA
MDC

Independent Advisor Alliance’s M.D.C. Holdings, Inc. MDC Stock Holding History

Independent Advisor Alliance’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
2022
Q1 		– Sell
-3,726
Closed -$208K – 750
2021
Q4 		$208K Buy
+3,726
New +$190K 0.01% 625
2021
Q2 		– Sell
-3,664
Closed -$218K – 649
2021
Q1 		$218K Buy
+3,664
New +$192K 0.01% 536

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Advisor Alliance's MDC Position: Q1 2022 in Review

Independent Advisor Alliance sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2022, closing a stake of 3,726 shares — an estimated $208K sold.

Independent Advisor Alliance first reported a position in MDC in Q1 2021 and held it in 2 quarters. The position peaked at $218K in Q1 2021. 293 funds tracked by Wall St. Rank hold MDC as of Q1 2022.

  • Independent Advisor Alliance reported no remaining M.D.C. Holdings, Inc. position as of Q1 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,726 M.D.C. Holdings, Inc. shares in Q1 2022, an estimated $208K.
  • Independent Advisor Alliance first reported a position in M.D.C. Holdings, Inc. in Q1 2021 and held it in 2 quarters.
  • Independent Advisor Alliance's M.D.C. Holdings, Inc. position peaked at $218K in Q1 2021.
  • 293 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2022.

Based on Independent Advisor Alliance's 13F filing for Q1 2022, filed 6 May 2022.