SW
MDC

SkyOak Wealth’s M.D.C. Holdings, Inc. MDC Stock Holding History

SkyOak Wealth’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
-14,875
Closed -$936K – 268
2024
Q1 		$936K Sell
14,875
-4,200
-22% -$256K 0.22% 82
2023
Q4 		$1.05M Sell
19,075
-3,856
-17% -$171K 0.27% 71
2023
Q3 		$945K Sell
22,931
-267
-1% -$12.4K 0.28% 72
2023
Q2 		$1.08M Sell
23,198
-6,784
-23% -$282K 0.31% 68
2023
Q1 		$1.17M Sell
29,982
-1,173
-4% -$43.4K 0.36% 64
2022
Q4 		$984K Buy
31,155
+344
+1% +$10.6K 0.33% 71
2022
Q3 		$845K Sell
30,811
-7,249
-19% -$240K 0.3% 78
2022
Q2 		$1.23M Sell
38,060
-8,210
-18% -$294K 0.42% 62
2022
Q1 		$1.75M Sell
46,270
-5,410
-10% -$247K 0.49% 55
2021
Q4 		$2.88M Sell
51,680
-2,815
-5% -$143K 0.73% 40
2021
Q3 		$2.55M Buy
+54,495
New +$2.76M 0.69% 42

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

SkyOak Wealth's MDC Position: Q2 2024 in Review

SkyOak Wealth sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 14,875 shares — an estimated $936K sold.

SkyOak Wealth first reported a position in MDC in Q3 2021 and held it in 11 quarters. The position peaked at $2.88M in Q4 2021. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • SkyOak Wealth reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • SkyOak Wealth sold 14,875 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $936K.
  • SkyOak Wealth first reported a position in M.D.C. Holdings, Inc. in Q3 2021 and held it in 11 quarters.
  • SkyOak Wealth's M.D.C. Holdings, Inc. position peaked at $2.88M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on SkyOak Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.