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	–	1118
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

Other funds holding MDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's MDC Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2021, closing a stake of 16 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in MDC in Q2 2014 and held it in 5 quarters. The position peaked at $11K in Q2 2014. 333 funds tracked by Wall St. Rank hold MDC as of Q2 2021.

Plante Moran Financial Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q2 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 16 M.D.C. Holdings, Inc. shares in Q2 2021, an estimated $1K.
Plante Moran Financial Advisors first reported a position in M.D.C. Holdings, Inc. in Q2 2014 and held it in 5 quarters.
Plante Moran Financial Advisors's M.D.C. Holdings, Inc. position peaked at $11K in Q2 2014.
333 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.