RI
MDC

Ridgewood Investments’s M.D.C. Holdings, Inc. MDC Stock Holding History

Ridgewood Investments’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
Q2 		– Sell
-6,662
Closed -$259K – 872
2023
Q1 		$259K Sell
6,662
-5,117
-43% -$189K 0.16% 151
2022
Q4 		$372K Sell
11,779
-2
-0% -$62 0.26% 124
2022
Q3 		$323K Sell
11,781
-4
-0% -$132 0.27% 123
2022
Q2 		$381K Buy
11,785
+2,422
+26% +$86.7K 0.3% 114
2022
Q1 		$354K Buy
+9,363
New +$428K 0.23% 132

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ridgewood Investments's MDC Position: Q2 2023 in Review

Ridgewood Investments sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2023, closing a stake of 6,662 shares — an estimated $259K sold.

Ridgewood Investments first reported a position in MDC in Q1 2022 and held it in 5 quarters. The position peaked at $381K in Q2 2022. 323 funds tracked by Wall St. Rank hold MDC as of Q2 2023.

  • Ridgewood Investments reported no remaining M.D.C. Holdings, Inc. position as of Q2 2023 after selling out during the quarter.
  • Ridgewood Investments sold 6,662 M.D.C. Holdings, Inc. shares in Q2 2023, an estimated $259K.
  • Ridgewood Investments first reported a position in M.D.C. Holdings, Inc. in Q1 2022 and held it in 5 quarters.
  • Ridgewood Investments's M.D.C. Holdings, Inc. position peaked at $381K in Q2 2022.
  • 323 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2023.

Based on Ridgewood Investments's 13F filing for Q2 2023, filed 7 Aug 2023.