OIA
MDC

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

Optimum Investment 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
2021
Q2 		– Sell
-50
Closed -$3K – 988
2021
Q1 		$3K Buy
+50
New +$2.62K ﹤0.01% 861
2019
Q4 		– Sell
-2,959
Closed -$118K – 1028
2019
Q3 		$118K Hold
2,959
– – 0.04% 348
2019
Q2 		$90K Hold
2,959
– – 0.03% 395
2019
Q1 		$80K Sell
2,959
-253
-8% -$6.7K 0.03% 423
2018
Q4 		$77K Sell
3,212
-756
-19% -$18.3K 0.03% 391
2018
Q3 		$101K Hold
3,968
– – 0.03% 400
2018
Q2 		$105K Sell
3,968
-1,166
-23% -$30.3K 0.03% 398
2018
Q1 		$123K Buy
+5,134
New +$136K 0.04% 365

Other funds holding MDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return