LPL Financial
MDC

LPL Financial’s M.D.C. Holdings, Inc. MDC Stock Holding History

LPL Financial’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
-30,587
Closed -$1.92M – 5195
2024
Q1 		$1.92M Sell
30,587
-12,245
-29% -$748K ﹤0.01% 2565
2023
Q4 		$2.37M Buy
42,832
+942
+2% +$41.7K ﹤0.01% 2274
2023
Q3 		$1.73M Buy
41,890
+15,359
+58% +$716K ﹤0.01% 2422
2023
Q2 		$1.24M Buy
26,531
+10,745
+68% +$447K ﹤0.01% 2670
2023
Q1 		$614K Buy
15,786
+1,980
+14% +$73.2K ﹤0.01% 3159
2022
Q4 		$436K Buy
13,806
+3,588
+35% +$111K ﹤0.01% 3377
2022
Q3 		$280K Buy
10,218
+1,064
+12% +$35.2K ﹤0.01% 3651
2022
Q2 		$296K Sell
9,154
-21,316
-70% -$763K ﹤0.01% 3637
2022
Q1 		$1.15M Sell
30,470
-4,402
-13% -$201K ﹤0.01% 2485
2021
Q4 		$1.95M Buy
34,872
+94
+0.3% +$4.79K ﹤0.01% 2111
2021
Q3 		$1.63M Sell
34,778
-2,596
-7% -$131K ﹤0.01% 2216
2021
Q2 		$1.89M Sell
37,374
-6,231
-14% -$357K ﹤0.01% 2031
2021
Q1 		$2.59M Buy
43,605
+665
+2% +$34.9K ﹤0.01% 1653
2020
Q4 		$1.93M Buy
42,940
+27,016
+170% +$1.2M ﹤0.01% 1694
2020
Q3 		$694K Buy
15,924
+2,397
+18% +$95.6K ﹤0.01% 2212
2020
Q2 		$447K Buy
+13,527
New +$374K ﹤0.01% 2502
2020
Q1 		– Sell
-7,059
Closed -$249K – 3454
2019
Q4 		$249K Buy
+7,059
New +$266K ﹤0.01% 2928

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

LPL Financial's MDC Position: Q2 2024 in Review

LPL Financial sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 30,587 shares — an estimated $1.92M sold.

LPL Financial first reported a position in MDC in Q4 2019 and held it in 17 quarters. The position peaked at $2.59M in Q1 2021. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • LPL Financial reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • LPL Financial sold 30,587 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $1.92M.
  • LPL Financial first reported a position in M.D.C. Holdings, Inc. in Q4 2019 and held it in 17 quarters.
  • LPL Financial's M.D.C. Holdings, Inc. position peaked at $2.59M in Q1 2021.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on LPL Financial's 13F filing for Q2 2024, filed 7 Aug 2024.