PS
MDC

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

Planned 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
Q1 		– Sell
-2,347
Closed -$130K – 582
2023
Q4 		$130K Buy
+2,347
New +$104K 0.06% 148
2021
Q1 		– Sell
-2,160
Closed -$97K – 435
2020
Q4 		$97K Hold
2,160
– – 0.08% 105
2020
Q3 		$94K Buy
+2,160
New +$86.1K 0.09% 85

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Planned Solutions's MDC Position: Q1 2024 in Review

Planned Solutions sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2024, closing a stake of 2,347 shares — an estimated $130K sold.

Planned Solutions first reported a position in MDC in Q3 2020 and held it in 3 quarters. The position peaked at $130K in Q4 2023. 323 funds tracked by Wall St. Rank hold MDC as of Q1 2024.

  • Planned Solutions reported no remaining M.D.C. Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Planned Solutions sold 2,347 M.D.C. Holdings, Inc. shares in Q1 2024, an estimated $130K.
  • Planned Solutions first reported a position in M.D.C. Holdings, Inc. in Q3 2020 and held it in 3 quarters.
  • Planned Solutions's M.D.C. Holdings, Inc. position peaked at $130K in Q4 2023.
  • 323 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.