JP Morgan Private Wealth Advisors’s M.D.C. Holdings, Inc. MDC Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$1.42M	Sell	34,464 -2,796	-8%	-$130K	﹤0.01%	860
2023 Q2	$1.74M	Sell	37,260 -5,319	-12%	-$221K	0.01%	613
2023 Q1	$1.66M	Buy	42,579 +507	+1%	+$18.7K	﹤0.01%	954
2022 Q4	$1.33M	Buy	42,072 +3,020	+8%	+$93.3K	﹤0.01%	1021
2022 Q3	$1.07M	Buy	39,052 +6,392	+20%	+$212K	﹤0.01%	1098
2022 Q2	$1.05M	Buy	32,660 +7,020	+27%	+$251K	﹤0.01%	1127
2022 Q1	$970K	Buy	25,640 +14,676	+134%	+$670K	﹤0.01%	1239
2021 Q4	$612K	Buy	10,964 +3,474	+46%	+$177K	﹤0.01%	1471
2021 Q3	$350K	Buy	7,490 +893	+14%	+$45.2K	﹤0.01%	1643
2021 Q2	$334K	Buy	+6,597	New	+$378K	﹤0.01%	1640

Other funds holding MDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MDC Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its M.D.C. Holdings, Inc. (MDC) stake by 7.5% in Q3 2023, selling an estimated $130K and leaving 34,464 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #860.

JP Morgan Private Wealth Advisors first reported a position in MDC in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.74M in Q2 2023. 346 funds tracked by Wall St. Rank hold MDC as of Q3 2023.

JP Morgan Private Wealth Advisors held 34,464 shares of M.D.C. Holdings, Inc. worth $1.42M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 2,796 M.D.C. Holdings, Inc. shares in Q3 2023, an estimated $130K.
M.D.C. Holdings, Inc. made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #860 holding.
JP Morgan Private Wealth Advisors first reported a position in M.D.C. Holdings, Inc. in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's M.D.C. Holdings, Inc. position peaked at $1.74M in Q2 2023.
346 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.