PMFA
MDC

Plante Moran Financial Advisors’s M.D.C. Holdings, Inc. MDC Stock Holding History

Plante Moran Financial 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
-16
Closed -$1K – 1137
2021
Q1 		$1K Hold
16
– – ﹤0.01% 984
2020
Q4 		$1K Buy
+16
New +$713 ﹤0.01% 865
2016
Q1 		– Sell
-268
Closed -$5K – 1055
2015
Q4 		$5K Buy
+268
New +$5.08K ﹤0.01% 742
2014
Q4 		– Sell
-514
Closed -$9K – 867
2014
Q3 		$9K Hold
514
– – 0.01% 570
2014
Q2 		$11K Buy
+514
New +$10.6K 0.01% 519

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Dimensional Fund Advisors
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State Street
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HCM
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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