SW
MDC

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

SVB Wealth’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
Q2 		– Sell
-9,533
Closed -$371K – 1021
2023
Q1 		$371K Sell
9,533
-1,645
-15% -$60.8K 0.01% 639
2022
Q4 		$353K Sell
11,178
-1,412
-11% -$43.6K ﹤0.01% 679
2022
Q3 		$345K Sell
12,590
-10,088
-44% -$334K 0.01% 644
2022
Q2 		$732K Buy
22,678
+10,285
+83% +$368K 0.01% 378
2022
Q1 		$469K Buy
+12,393
New +$566K 0.01% 459

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SVB Wealth's MDC Position: Q2 2023 in Review

SVB Wealth sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2023, closing a stake of 9,533 shares — an estimated $371K sold.

SVB Wealth first reported a position in MDC in Q1 2022 and held it in 5 quarters. The position peaked at $732K in Q2 2022. 323 funds tracked by Wall St. Rank hold MDC as of Q2 2023.

  • SVB Wealth reported no remaining M.D.C. Holdings, Inc. position as of Q2 2023 after selling out during the quarter.
  • SVB Wealth sold 9,533 M.D.C. Holdings, Inc. shares in Q2 2023, an estimated $371K.
  • SVB Wealth first reported a position in M.D.C. Holdings, Inc. in Q1 2022 and held it in 5 quarters.
  • SVB Wealth's M.D.C. Holdings, Inc. position peaked at $732K in Q2 2022.
  • 323 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.