MPWT
MDC

MassMutual Private Wealth & Trust’s M.D.C. Holdings, Inc. MDC Stock Holding History

MassMutual Private Wealth & Trust’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
-177
Closed -$11.1K – 2254
2024
Q1 		$11.1K Buy
177
+3
+2% +$183 ﹤0.01% 1011
2023
Q4 		$9.61K Sell
174
-55
-24% -$2.44K ﹤0.01% 1038
2023
Q3 		$9.44K Buy
229
+55
+32% +$2.56K ﹤0.01% 1032
2023
Q2 		$8.14K Buy
174
+6
+4% +$250 ﹤0.01% 1026
2023
Q1 		$6.53K Buy
168
+135
+409% +$4.99K ﹤0.01% 1081
2022
Q4 		$1K Buy
+33
New +$1.02K ﹤0.01% 1606
2022
Q3 		– Sell
-4
Closed – – 1861
2022
Q2 		$0 Buy
+4
New +$143 ﹤0.01% 1763
2020
Q4 		– Sell
-458
Closed -$20K – 962
2020
Q3 		$20K Sell
458
-15
-3% -$598 ﹤0.01% 503
2020
Q2 		$16K Buy
+473
New +$13.1K ﹤0.01% 502

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

MassMutual Private Wealth & Trust's MDC Position: Q2 2024 in Review

MassMutual Private Wealth & Trust sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 177 shares — an estimated $11.1K sold.

MassMutual Private Wealth & Trust first reported a position in MDC in Q2 2020 and held it in 9 quarters. The position peaked at $20K in Q3 2020. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • MassMutual Private Wealth & Trust reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 177 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $11.1K.
  • MassMutual Private Wealth & Trust first reported a position in M.D.C. Holdings, Inc. in Q2 2020 and held it in 9 quarters.
  • MassMutual Private Wealth & Trust's M.D.C. Holdings, Inc. position peaked at $20K in Q3 2020.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2024, filed 2 Jul 2024.