JWCA
MDC

J.W. Coons Advisors’s M.D.C. Holdings, Inc. MDC Stock Holding History

J.W. Coons Advisors’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
-3,678
Closed -$231K – 250
2024
Q1 		$231K Sell
3,678
-5,091
-58% -$311K 0.05% 220
2023
Q4 		$484K Buy
8,769
+750
+9% +$33.2K 0.13% 139
2023
Q3 		$331K Buy
8,019
+320
+4% +$14.9K 0.1% 169
2023
Q2 		$360K Sell
7,699
-50
-0.6% -$2.08K 0.1% 175
2023
Q1 		$301K Buy
7,749
+120
+2% +$4.44K 0.09% 189
2022
Q4 		$241K Buy
+7,629
New +$236K 0.07% 208
2022
Q3 		– Sell
-6,608
Closed -$213K – 222
2022
Q2 		$213K Buy
+6,608
New +$236K 0.08% 232

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

J.W. Coons Advisors's MDC Position: Q2 2024 in Review

J.W. Coons Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 3,678 shares — an estimated $231K sold.

J.W. Coons Advisors first reported a position in MDC in Q2 2022 and held it in 7 quarters. The position peaked at $484K in Q4 2023. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • J.W. Coons Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • J.W. Coons Advisors sold 3,678 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $231K.
  • J.W. Coons Advisors first reported a position in M.D.C. Holdings, Inc. in Q2 2022 and held it in 7 quarters.
  • J.W. Coons Advisors's M.D.C. Holdings, Inc. position peaked at $484K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on J.W. Coons Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.