Legacy Capital Group California’s M.D.C. Holdings, Inc. MDC Stock Holding History

Legacy Capital Group California’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
2024 Q2	–	Sell	-11,981	Closed	-$754K	–	343
2024 Q1	$754K	Sell	11,981 -5,654	-32%	-$345K	0.28%	120
2023 Q4	$974K	Sell	17,635 -34	-0.2%	-$1.5K	0.38%	67
2023 Q3	$728K	Buy	17,669 +36	+0.2%	+$1.68K	0.31%	92
2023 Q2	$825K	Buy	17,633 +459	+3%	+$19.1K	0.34%	81
2023 Q1	$668K	Buy	+17,174	New	+$635K	0.33%	100

Other funds holding MDC

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Legacy Capital Group California's MDC Position: Q2 2024 in Review

Legacy Capital Group California sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 11,981 shares — an estimated $754K sold.

Legacy Capital Group California first reported a position in MDC in Q1 2023 and held it in 5 quarters. The position peaked at $974K in Q4 2023. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

Legacy Capital Group California reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
Legacy Capital Group California sold 11,981 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $754K.
Legacy Capital Group California first reported a position in M.D.C. Holdings, Inc. in Q1 2023 and held it in 5 quarters.
Legacy Capital Group California's M.D.C. Holdings, Inc. position peaked at $974K in Q4 2023.
4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Legacy Capital Group California's 13F filing for Q2 2024, filed 22 Jul 2024.