MWM
MDC

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

Moran Wealth 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
Q2 		– Sell
-79,842
Closed -$5.02M – 439
2024
Q1 		$5.02M Sell
79,842
-700
-0.9% -$42.7K 0.16% 173
2023
Q4 		$4.45M Buy
80,542
+65,077
+421% +$2.88M 0.16% 179
2023
Q3 		$638K Buy
15,465
+457
+3% +$21.3K 0.02% 296
2023
Q2 		$702K Buy
+15,008
New +$625K 0.03% 282

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

Moran Wealth Management's MDC Position: Q2 2024 in Review

Moran Wealth Management sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 79,842 shares — an estimated $5.02M sold.

Moran Wealth Management first reported a position in MDC in Q2 2023 and held it in 4 quarters. The position peaked at $5.02M in Q1 2024. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Moran Wealth Management reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Moran Wealth Management sold 79,842 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $5.02M.
  • Moran Wealth Management first reported a position in M.D.C. Holdings, Inc. in Q2 2023 and held it in 4 quarters.
  • Moran Wealth Management's M.D.C. Holdings, Inc. position peaked at $5.02M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Moran Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.