Jones Financial Companies
MDC

Jones Financial Companies’s M.D.C. Holdings, Inc. MDC Stock Holding History

Jones Financial Companies’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
Q3 		– Sell
-117
Closed -$4K – 758
2022
Q2 		$4K Hold
117
– – ﹤0.01% 565
2022
Q1 		$4K Hold
117
– – ﹤0.01% 616
2021
Q4 		$7K Hold
117
– – ﹤0.01% 611
2021
Q3 		$5K Hold
117
– – ﹤0.01% 580
2021
Q2 		$6K Hold
117
– – ﹤0.01% 551
2021
Q1 		$7K Buy
+117
New +$6.13K ﹤0.01% 587

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
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

Jones Financial Companies's MDC Position: Q3 2022 in Review

Jones Financial Companies sold out of M.D.C. Holdings, Inc. (MDC) in Q3 2022, closing a stake of 117 shares — an estimated $4K sold.

Jones Financial Companies first reported a position in MDC in Q1 2021 and held it in 6 quarters. The position peaked at $7K in Q4 2021. 284 funds tracked by Wall St. Rank hold MDC as of Q3 2022.

  • Jones Financial Companies reported no remaining M.D.C. Holdings, Inc. position as of Q3 2022 after selling out during the quarter.
  • Jones Financial Companies sold 117 M.D.C. Holdings, Inc. shares in Q3 2022, an estimated $4K.
  • Jones Financial Companies first reported a position in M.D.C. Holdings, Inc. in Q1 2021 and held it in 6 quarters.
  • Jones Financial Companies's M.D.C. Holdings, Inc. position peaked at $7K in Q4 2021.
  • 284 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2022.

Based on Jones Financial Companies's 13F filing for Q3 2022, filed 3 Nov 2022.