LCGC
MDC

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

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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.