SAG
MDC

SageView Advisory Group’s M.D.C. Holdings, Inc. MDC Stock Holding History

SageView Advisory Group’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
-977
Closed -$382K – 826
2024
Q1 		$382K Buy
+977
New +$59.7K 0.02% 368

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

SageView Advisory Group's MDC Position: Q2 2024 in Review

SageView Advisory Group sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 977 shares — an estimated $382K sold.

SageView Advisory Group first reported a position in MDC in Q1 2024 and held it in 1 quarter. The position peaked at $382K in Q1 2024. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • SageView Advisory Group reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • SageView Advisory Group sold 977 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $382K.
  • SageView Advisory Group first reported a position in M.D.C. Holdings, Inc. in Q1 2024 and held it in 1 quarter.
  • SageView Advisory Group's M.D.C. Holdings, Inc. position peaked at $382K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.