LWA
MDC

Lenox Wealth Advisors’s M.D.C. Holdings, Inc. MDC Stock Holding History

Lenox Wealth Advisors’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
-23
Closed -$1K – 1030
2021
Q4 		$1K Buy
+23
New +$1.17K ﹤0.01% 940

Other funds holding MDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lenox Wealth Advisors's MDC Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2022, closing a stake of 23 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in MDC in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 293 funds tracked by Wall St. Rank hold MDC as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 23 M.D.C. Holdings, Inc. shares in Q1 2022, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in M.D.C. Holdings, Inc. in Q4 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's M.D.C. Holdings, Inc. position peaked at $1K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.