JAM
MDC

Jupiter Asset Management’s M.D.C. Holdings, Inc. MDC Stock Holding History

Jupiter 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
Q1 		– Sell
-10,258
Closed -$568K – 633
2021
Q4 		$568K Buy
10,258
+1,510
+17% +$76.9K 0.01% 463
2021
Q3 		$409K Sell
8,748
-209
-2% -$10.6K ﹤0.01% 494
2021
Q2 		$453K Sell
8,957
-3
-0% -$172 ﹤0.01% 501
2021
Q1 		$532K Sell
8,960
-5,925
-40% -$311K 0.01% 480
2020
Q4 		$670K Buy
+14,885
New +$663K 0.01% 487
2020
Q1 		– Sell
-200,723
Closed -$7.09M – 229
2019
Q4 		$7.09M Buy
+200,723
New +$7.56M 0.22% 120

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return