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

NewEdge 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
2024 Q2	–	Sell	-3,060	Closed	-$193K	–	4062
2024 Q1	$193K	Buy	3,060 +35	+1%	+$2.14K	﹤0.01%	1855
2023 Q4	$167K	Buy	3,025 +2,525	+505%	+$112K	﹤0.01%	1771
2023 Q3	$20.6K	Buy	+500	New	+$23.3K	﹤0.01%	2376
2023 Q1	–	Sell	-203	Closed	-$6.42K	–	4269
2022 Q4	$6.42K	Buy	+203	New	+$6.27K	﹤0.01%	2511
2021 Q3	–	Sell	-7,144	Closed	-$361K	–	1249
2021 Q2	$361K	Buy	+7,144	New	+$409K	0.01%	828
2020 Q1	–	Sell	-28,557	Closed	-$1.01M	–	918
2019 Q4	$1.01M	Buy	28,557 +1,244	+5%	+$46.8K	0.04%	353
2019 Q3	$1.16M	Buy	+27,313	New	+$959K	0.05%	319

Other funds holding MDC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

NewEdge Advisors's MDC Position: Q2 2024 in Review

NewEdge Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 3,060 shares — an estimated $193K sold.

NewEdge Advisors first reported a position in MDC in Q3 2019 and held it in 7 quarters. The position peaked at $1.16M in Q3 2019. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

NewEdge Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
NewEdge Advisors sold 3,060 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $193K.
NewEdge Advisors first reported a position in M.D.C. Holdings, Inc. in Q3 2019 and held it in 7 quarters.
NewEdge Advisors's M.D.C. Holdings, Inc. position peaked at $1.16M in Q3 2019.
4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.