IFAM
MDC

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

Institutional & Family 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
2022
Q4 		– Sell
-1,208
Closed -$33K – 786
2022
Q3 		$33K Hold
1,208
– – 0.01% 258
2022
Q2 		$39K Hold
1,208
– – 0.01% 245
2022
Q1 		$46K Hold
1,208
– – 0.01% 262
2021
Q4 		$67K Hold
1,208
– – 0.01% 245
2021
Q3 		$56K Buy
1,208
+523
+76% +$26.5K 0.01% 308
2021
Q2 		$35K Hold
685
– – 0.01% 395
2021
Q1 		$41K Buy
+685
New +$35.9K 0.01% 386

Other funds holding MDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
C
CVentures Denver, Colorado $490M AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's MDC Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of M.D.C. Holdings, Inc. (MDC) in Q4 2022, closing a stake of 1,208 shares — an estimated $33K sold.

Institutional & Family Asset Management first reported a position in MDC in Q1 2021 and held it in 7 quarters. The position peaked at $67K in Q4 2021. 307 funds tracked by Wall St. Rank hold MDC as of Q4 2022.

  • Institutional & Family Asset Management reported no remaining M.D.C. Holdings, Inc. position as of Q4 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,208 M.D.C. Holdings, Inc. shares in Q4 2022, an estimated $33K.
  • Institutional & Family Asset Management first reported a position in M.D.C. Holdings, Inc. in Q1 2021 and held it in 7 quarters.
  • Institutional & Family Asset Management's M.D.C. Holdings, Inc. position peaked at $67K in Q4 2021.
  • 307 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.