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JIR
MDC
James Investment Research’s
M.D.C. Holdings, Inc.
MDC
Stock Holding History
James Investment Research’s Portfolio
MDC Stock Details
MDC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-13,600
Closed
-$759K
–
555
2021
Q4
$759K
Hold
13,600
–
–
0.07%
174
2021
Q3
$635K
Hold
13,600
–
–
0.06%
184
2021
Q2
$688K
Hold
13,600
–
–
0.06%
185
2021
Q1
$808K
Sell
13,600
-11,564
-46%
-$606K
0.07%
165
2020
Q4
$1.13M
Hold
25,164
–
–
0.1%
153
2020
Q3
$1.1M
Buy
25,164
+3,564
+17%
+$142K
0.1%
152
2020
Q2
$714K
Sell
21,600
-14,259
-40%
-$394K
0.07%
174
2020
Q1
$770K
Hold
35,859
–
–
0.08%
148
2019
Q4
$1.27M
Hold
35,859
–
–
0.09%
169
2019
Q3
$1.43M
Hold
35,859
–
–
0.1%
154
2019
Q2
$1.09M
Sell
35,859
-28,993
-45%
-$853K
0.08%
165
2019
Q1
$1.75M
Sell
64,852
-27,519
-30%
-$728K
0.11%
142
2018
Q4
$2.23M
Sell
92,371
-30,425
-25%
-$735K
0.14%
139
2018
Q3
$3.11M
Buy
122,796
+10,171
+9%
+$273K
0.13%
153
2018
Q2
$2.97M
Sell
112,625
-1,263
-1%
-$32.8K
0.11%
179
2018
Q1
$2.73M
Buy
113,888
+7,501
+7%
+$198K
0.1%
189
2017
Q4
$2.91M
Buy
106,387
+105,493
+11,800%
+$2.91M
0.1%
173
2017
Q3
$24K
Sell
894
-82,877
-99%
-$2.19M
﹤0.01%
684
2017
Q2
$2.35M
Buy
+83,771
New
+$2.19M
0.07%
182
Other funds holding MDC
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$5.72T AUM
30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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