SSG
MDC

Summit Securities Group’s M.D.C. Holdings, Inc. MDC Stock Holding History

Summit Securities 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
Q4 		– Sell
-700
Closed -$29K – 969
2023
Q3 		$29K Buy
+700
New +$32.6K ﹤0.01% 336
2022
Q2 		– Sell
-100
Closed -$4K – 1278
2022
Q1 		$4K Buy
+100
New +$4.57K ﹤0.01% 1012

Other funds holding MDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
C
CVentures Denver, Colorado $490M AUM
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit Securities Group's MDC Position: Q4 2023 in Review

Summit Securities Group sold out of M.D.C. Holdings, Inc. (MDC) in Q4 2023, closing a stake of 700 shares — an estimated $29K sold.

Summit Securities Group first reported a position in MDC in Q1 2022 and held it in 2 quarters. The position peaked at $29K in Q3 2023. 367 funds tracked by Wall St. Rank hold MDC as of Q4 2023.

  • Summit Securities Group reported no remaining M.D.C. Holdings, Inc. position as of Q4 2023 after selling out during the quarter.
  • Summit Securities Group sold 700 M.D.C. Holdings, Inc. shares in Q4 2023, an estimated $29K.
  • Summit Securities Group first reported a position in M.D.C. Holdings, Inc. in Q1 2022 and held it in 2 quarters.
  • Summit Securities Group's M.D.C. Holdings, Inc. position peaked at $29K in Q3 2023.
  • 367 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q4 2023.

Based on Summit Securities Group's 13F filing for Q4 2023, filed 14 Feb 2024.