ORG Partners’s M.D.C. Holdings, Inc. MDC Stock Holding History

ORG Partners’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
2023 Q4	–	Sell	-52	Closed	-$2.14K	–	1386
2023 Q3	$2.14K	Sell	52 -15	-22%	-$699	﹤0.01%	1068
2023 Q2	$3.15K	Buy	+67	New	+$2.79K	﹤0.01%	1142

Other funds holding MDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CVentures Denver, Colorado $490M AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ORG Partners's MDC Position: Q4 2023 in Review

ORG Partners sold out of M.D.C. Holdings, Inc. (MDC) in Q4 2023, closing a stake of 52 shares — an estimated $2.14K sold.

ORG Partners first reported a position in MDC in Q2 2023 and held it in 2 quarters. The position peaked at $3.15K in Q2 2023. 367 funds tracked by Wall St. Rank hold MDC as of Q4 2023.

ORG Partners reported no remaining M.D.C. Holdings, Inc. position as of Q4 2023 after selling out during the quarter.
ORG Partners sold 52 M.D.C. Holdings, Inc. shares in Q4 2023, an estimated $2.14K.
ORG Partners first reported a position in M.D.C. Holdings, Inc. in Q2 2023 and held it in 2 quarters.
ORG Partners's M.D.C. Holdings, Inc. position peaked at $3.15K in Q2 2023.
367 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q4 2023.

Based on ORG Partners's 13F filing for Q4 2023, filed 29 Jan 2024.