LPWM
MDC

Lake Point Wealth Management’s M.D.C. Holdings, Inc. MDC Stock Holding History

Lake Point Wealth 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
2021
Q3 		– Sell
-108
Closed -$5K – 470
2021
Q2 		$5K Buy
+108
New +$6.18K ﹤0.01% 255
2020
Q1 		$1K Hold
54
– – ﹤0.01% 372
2019
Q4 		$2K Buy
+54
New +$2.03K ﹤0.01% 526

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lake Point Wealth Management's MDC Position: Q3 2021 in Review

Lake Point Wealth Management sold out of M.D.C. Holdings, Inc. (MDC) in Q3 2021, closing a stake of 108 shares — an estimated $5K sold.

Lake Point Wealth Management first reported a position in MDC in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 313 funds tracked by Wall St. Rank hold MDC as of Q3 2021.

  • Lake Point Wealth Management reported no remaining M.D.C. Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
  • Lake Point Wealth Management sold 108 M.D.C. Holdings, Inc. shares in Q3 2021, an estimated $5K.
  • Lake Point Wealth Management first reported a position in M.D.C. Holdings, Inc. in Q4 2019 and held it in 3 quarters.
  • Lake Point Wealth Management's M.D.C. Holdings, Inc. position peaked at $5K in Q2 2021.
  • 313 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2021.

Based on Lake Point Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.