SFG
MDC

Steward Financial Group’s M.D.C. Holdings, Inc. MDC Stock Holding History

Steward Financial 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
2023
Q3 		$3K Buy
+75
New +$3.5K ﹤0.01% 906
2022
Q3 		– Sell
-2
Closed – – 1422
2022
Q2 		$0 Buy
+2
New +$72 ﹤0.01% 1462

Other funds holding MDC

BlackRock
BlackRock New York $5.72T 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
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
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's MDC Position: Q3 2023 in Review

Steward Financial Group opened a new position in M.D.C. Holdings, Inc. (MDC) in Q3 2023: 75 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #906 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MDC as recently as Q2 2022.

Steward Financial Group first reported a position in MDC in Q2 2022 and has held it in 2 quarters since. 346 funds tracked by Wall St. Rank hold MDC as of Q3 2023.

  • Steward Financial Group held 75 shares of M.D.C. Holdings, Inc. worth $3K as of Q3 2023.
  • M.D.C. Holdings, Inc. was a new Steward Financial Group position in Q3 2023.
  • M.D.C. Holdings, Inc. made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #906 holding.
  • Steward Financial Group first reported a position in M.D.C. Holdings, Inc. in Q2 2022 and has held it in 2 quarters since.
  • 346 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.