RIL
MDC

Rothschild Investment LLC’s M.D.C. Holdings, Inc. MDC Stock Holding History

Rothschild Investment LLC’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
Closed -$315 – 2861
2024
Q1 		$315 Buy
+5
New +$305 ﹤0.01% 1533
2023
Q2 		– Sell
-8,250
Closed -$321K – 509
2023
Q1 		$321K Sell
8,250
-1,150
-12% -$42.5K 0.03% 364
2022
Q4 		$297K Sell
9,400
-4,200
-31% -$130K 0.03% 373
2022
Q3 		$373K Sell
13,600
-200
-1% -$6.62K 0.04% 325
2022
Q2 		$446K Buy
13,800
+6,000
+77% +$215K 0.04% 312
2022
Q1 		$295K Buy
+7,800
New +$356K 0.02% 393
2021
Q4 		– Sell
-6,600
Closed -$308K – 514
2021
Q3 		$308K Buy
+6,600
New +$334K 0.03% 383

Other funds holding MDC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 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

Rothschild Investment LLC's MDC Position: Q2 2024 in Review

Rothschild Investment LLC sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 5 shares — an estimated $315 sold.

Rothschild Investment LLC first reported a position in MDC in Q3 2021 and held it in 7 quarters. The position peaked at $446K in Q2 2022. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Rothschild Investment LLC reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Rothschild Investment LLC sold 5 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $315.
  • Rothschild Investment LLC first reported a position in M.D.C. Holdings, Inc. in Q3 2021 and held it in 7 quarters.
  • Rothschild Investment LLC's M.D.C. Holdings, Inc. position peaked at $446K in Q2 2022.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Rothschild Investment LLC's 13F filing for Q2 2024, filed 31 Jul 2024.