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 – 2918
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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's MDC Position: Q2 2021 in Review

Sowell Financial Services sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2021, closing a stake of 442 shares — an estimated $27K sold.

Sowell Financial Services first reported a position in MDC in Q3 2019 and held it in 7 quarters. The position peaked at $27K in Q1 2021. 333 funds tracked by Wall St. Rank hold MDC as of Q2 2021.

  • Sowell Financial Services reported no remaining M.D.C. Holdings, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 442 M.D.C. Holdings, Inc. shares in Q2 2021, an estimated $27K.
  • Sowell Financial Services first reported a position in M.D.C. Holdings, Inc. in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's M.D.C. Holdings, Inc. position peaked at $27K in Q1 2021.
  • 333 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.