SFS
MDC

Sowell Financial Services’s M.D.C. Holdings, Inc. MDC Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-442
Closed -$27K – 2924
2021
Q1 		$27K Buy
442
+194
+78% +$10.2K ﹤0.01% 1928
2020
Q4 		$11K Buy
248
+163
+192% +$7.27K ﹤0.01% 1983
2020
Q3 		$4K Sell
85
-19
-18% -$758 ﹤0.01% 2090
2020
Q2 		$3K Sell
104
-36
-26% -$995 ﹤0.01% 2090
2020
Q1 		$3K Sell
140
-9
-6% -$315 ﹤0.01% 2025
2019
Q4 		$5K Buy
149
+1
+0.7% +$38 ﹤0.01% 1930
2019
Q3 		$6K Buy
+148
New +$5.2K ﹤0.01% 1727

Other funds holding MDC

BlackRock
BlackRock New York $5.7T 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
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return