SPIA
MDC

Steward Partners Investment Advisory’s M.D.C. Holdings, Inc. MDC Stock Holding History

Steward Partners Investment Advisory’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
-8,375
Closed -$527K – 3754
2024
Q1 		$527K Sell
8,375
-278
-3% -$17K 0.01% 1038
2023
Q4 		$478K Sell
8,653
-631
-7% -$27.9K 0.01% 1021
2023
Q3 		$383K Sell
9,284
-1,742
-16% -$81.2K 0.01% 1024
2023
Q2 		$516K Buy
11,026
+118
+1% +$4.91K 0.01% 925
2023
Q1 		$424K Buy
10,908
+37
+0.3% +$1.37K 0.01% 990
2022
Q4 		$344K Buy
10,871
+662
+6% +$20.5K 0.01% 1033
2022
Q3 		$280K Buy
10,209
+2,071
+25% +$68.6K 0.01% 1058
2022
Q2 		$263K Sell
8,138
-1,240
-13% -$44.4K ﹤0.01% 1096
2022
Q1 		$355K Sell
9,378
-957
-9% -$43.7K 0.01% 1055
2021
Q4 		$577K Sell
10,335
-29,799
-74% -$1.52M 0.01% 896
2021
Q3 		$1.88M Buy
40,134
+2,040
+5% +$103K 0.03% 473
2021
Q2 		$1.93M Sell
38,094
-3,648
-9% -$209K 0.03% 454
2021
Q1 		$2.48M Buy
41,742
+32,162
+336% +$1.69M 0.04% 379
2020
Q4 		$431K Buy
9,580
+648
+7% +$28.9K 0.01% 801
2020
Q3 		$390K Buy
8,932
+496
+6% +$19.8K 0.01% 731
2020
Q2 		$279K Buy
+8,436
New +$233K 0.01% 779

Other funds holding MDC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Steward Partners Investment Advisory's MDC Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 8,375 shares — an estimated $527K sold.

Steward Partners Investment Advisory first reported a position in MDC in Q2 2020 and held it in 16 quarters. The position peaked at $2.48M in Q1 2021. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 8,375 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $527K.
  • Steward Partners Investment Advisory first reported a position in M.D.C. Holdings, Inc. in Q2 2020 and held it in 16 quarters.
  • Steward Partners Investment Advisory's M.D.C. Holdings, Inc. position peaked at $2.48M in Q1 2021.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.