SWA
MDC

Sutton Wealth Advisors’s M.D.C. Holdings, Inc. MDC Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-1,486
Closed -$47K – 1635
2022
Q4 		$47K Hold
1,486
– – 0.02% 405
2022
Q3 		$40.7K Buy
1,486
+19
+1% +$629 0.02% 424
2022
Q2 		$47.4K Hold
1,467
– – 0.02% 398
2022
Q1 		$55.5K Sell
1,467
-14
-0.9% -$639 0.02% 373
2021
Q4 		$82.7K Buy
1,481
+14
+1% +$713 0.03% 297
2021
Q3 		$68.5K Hold
1,467
– – 0.03% 314
2021
Q2 		$74.2K Hold
1,467
– – 0.03% 302
2021
Q1 		$87.1K Sell
1,467
-1
-0.1% -$52 0.03% 262
2020
Q4 		$66K Sell
1,468
-5
-0.3% -$223 0.03% 295
2020
Q3 		$64.2K Sell
1,473
-164
-10% -$6.54K 0.03% 261
2020
Q2 		$54.1K Buy
1,637
+471
+40% +$13K 0.03% 284
2020
Q1 		$25.1K Hold
1,166
– – 0.02% 418
2019
Q4 		$41.2K Hold
1,166
– – 0.02% 364
2019
Q3 		$46.5K Hold
1,166
– – 0.03% 324
2019
Q2 		$35.4K Hold
1,166
– – 0.02% 404
2019
Q1 		$31.4K Hold
1,166
– – 0.02% 428
2018
Q4 		$28.1K Hold
1,166
– – 0.02% 419
2018
Q3 		$29.6K Hold
1,166
– – 0.02% 446
2018
Q2 		$30.8K Hold
1,166
– – 0.02% 429
2018
Q1 		$27.9K Buy
1,166
+407
+54% +$10.8K 0.02% 443
2017
Q4 		$20.8K Sell
759
-1
-0.1% -$28 0.02% 548
2017
Q3 		$20K Hold
760
– – 0.02% 546
2017
Q2 		$21.3K Hold
760
– – 0.02% 500
2017
Q1 		$18.1K Hold
760
– – 0.02% 545
2016
Q4 		$15.5K Sell
760
-39
-5% -$727 0.01% 572
2016
Q3 		$14.8K Hold
799
– – 0.01% 549
2016
Q2 		$14K Buy
+799
New +$13.8K 0.01% 544

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
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
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Sutton Wealth Advisors's MDC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2023, closing a stake of 1,486 shares — an estimated $47K sold.

Sutton Wealth Advisors first reported a position in MDC in Q2 2016 and held it in 27 quarters. The position peaked at $87.1K in Q1 2021. 300 funds tracked by Wall St. Rank hold MDC as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,486 M.D.C. Holdings, Inc. shares in Q1 2023, an estimated $47K.
  • Sutton Wealth Advisors first reported a position in M.D.C. Holdings, Inc. in Q2 2016 and held it in 27 quarters.
  • Sutton Wealth Advisors's M.D.C. Holdings, Inc. position peaked at $87.1K in Q1 2021.
  • 300 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.