OPS
MDC

Orion Portfolio Solutions’s M.D.C. Holdings, Inc. MDC Stock Holding History

Orion Portfolio Solutions’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
-5,936
Closed -$373K – 1831
2024
Q1 		$373K Sell
5,936
-19,822
-77% -$1.21M ﹤0.01% 1385
2023
Q4 		$1.4M Buy
25,758
+10,127
+65% +$448K 0.02% 796
2023
Q3 		$644K Sell
15,631
-1,402
-8% -$65.3K 0.01% 1106
2023
Q2 		$797K Sell
17,033
-1,121
-6% -$46.7K 0.01% 1038
2023
Q1 		$706K Buy
+18,154
New +$671K 0.01% 1016
2020
Q3 		– Sell
-5
Closed – – 2171
2020
Q2 		$0 Buy
+5
New +$138 ﹤0.01% 2517

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

Orion Portfolio Solutions's MDC Position: Q2 2024 in Review

Orion Portfolio Solutions sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 5,936 shares — an estimated $373K sold.

Orion Portfolio Solutions first reported a position in MDC in Q2 2020 and held it in 6 quarters. The position peaked at $1.4M in Q4 2023. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Orion Portfolio Solutions reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 5,936 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $373K.
  • Orion Portfolio Solutions first reported a position in M.D.C. Holdings, Inc. in Q2 2020 and held it in 6 quarters.
  • Orion Portfolio Solutions's M.D.C. Holdings, Inc. position peaked at $1.4M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Orion Portfolio Solutions's 13F filing for Q2 2024, filed 13 Aug 2024.