RA
MDC

Ruggaard & Associates’s M.D.C. Holdings, Inc. MDC Stock Holding History

Ruggaard & Associates’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
-7,953
Closed -$500K – 123
2024
Q1 		$500K Sell
7,953
-948
-11% -$57.9K 0.24% 58
2023
Q4 		$492K Hold
8,901
– – 0.26% 57
2023
Q3 		$367K Hold
8,901
– – 0.22% 69
2023
Q2 		$416K Hold
8,901
– – 0.24% 63
2023
Q1 		$346K Buy
+8,901
New +$329K 0.21% 67

Other funds holding MDC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 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

Ruggaard & Associates's MDC Position: Q2 2024 in Review

Ruggaard & Associates sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 7,953 shares — an estimated $500K sold.

Ruggaard & Associates first reported a position in MDC in Q1 2023 and held it in 5 quarters. The position peaked at $500K in Q1 2024. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Ruggaard & Associates reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Ruggaard & Associates sold 7,953 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $500K.
  • Ruggaard & Associates first reported a position in M.D.C. Holdings, Inc. in Q1 2023 and held it in 5 quarters.
  • Ruggaard & Associates's M.D.C. Holdings, Inc. position peaked at $500K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Ruggaard & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.