LWAM
MDC

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

Legacy Wealth 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
2024
Q1 		– Sell
-9,863
Closed -$545K – 356
2023
Q4 		$545K Sell
9,863
-66
-0.7% -$2.92K 0.18% 202
2023
Q3 		$409K Sell
9,929
-163
-2% -$7.6K 0.15% 242
2023
Q2 		$472K Sell
10,092
-219
-2% -$9.12K 0.16% 212
2023
Q1 		$401K Sell
10,311
-1,813
-15% -$67K 0.14% 255
2022
Q4 		$383K Buy
12,124
+48
+0.4% +$1.48K 0.15% 259
2022
Q3 		$331K Sell
12,076
-174
-1% -$5.76K 0.14% 246
2022
Q2 		$396K Buy
12,250
+414
+3% +$14.8K 0.16% 199
2022
Q1 		$448K Buy
11,836
+424
+4% +$19.4K 0.16% 200
2021
Q4 		$637K Buy
11,412
+2,264
+25% +$115K 0.22% 170
2021
Q3 		$427K Buy
9,148
+55
+0.6% +$2.79K 0.2% 196
2021
Q2 		$460K Sell
9,093
-435
-5% -$24.9K 0.2% 185
2021
Q1 		$566K Sell
9,528
-380
-4% -$19.9K 0.26% 156
2020
Q4 		$446K Buy
+9,908
New +$442K 0.22% 170

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Legacy Wealth Asset Management's MDC Position: Q1 2024 in Review

Legacy Wealth Asset Management sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2024, closing a stake of 9,863 shares — an estimated $545K sold.

Legacy Wealth Asset Management first reported a position in MDC in Q4 2020 and held it in 13 quarters. The position peaked at $637K in Q4 2021. 323 funds tracked by Wall St. Rank hold MDC as of Q1 2024.

  • Legacy Wealth Asset Management reported no remaining M.D.C. Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 9,863 M.D.C. Holdings, Inc. shares in Q1 2024, an estimated $545K.
  • Legacy Wealth Asset Management first reported a position in M.D.C. Holdings, Inc. in Q4 2020 and held it in 13 quarters.
  • Legacy Wealth Asset Management's M.D.C. Holdings, Inc. position peaked at $637K in Q4 2021.
  • 323 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2024.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2024, filed 19 Apr 2024.