TPM
MDC

Triasima Portfolio Management’s M.D.C. Holdings, Inc. MDC Stock Holding History

Triasima Portfolio Management’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
-8,105
Closed -$334K – 152
2023
Q3 		$334K Hold
8,105
– – 0.03% 114
2023
Q2 		$502K Buy
+8,105
New +$337K 0.03% 108

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

Triasima Portfolio Management's MDC Position: Q4 2023 in Review

Triasima Portfolio Management sold out of M.D.C. Holdings, Inc. (MDC) in Q4 2023, closing a stake of 8,105 shares — an estimated $334K sold.

Triasima Portfolio Management first reported a position in MDC in Q2 2023 and held it in 2 quarters. The position peaked at $502K in Q2 2023. 367 funds tracked by Wall St. Rank hold MDC as of Q4 2023.

  • Triasima Portfolio Management reported no remaining M.D.C. Holdings, Inc. position as of Q4 2023 after selling out during the quarter.
  • Triasima Portfolio Management sold 8,105 M.D.C. Holdings, Inc. shares in Q4 2023, an estimated $334K.
  • Triasima Portfolio Management first reported a position in M.D.C. Holdings, Inc. in Q2 2023 and held it in 2 quarters.
  • Triasima Portfolio Management's M.D.C. Holdings, Inc. position peaked at $502K in Q2 2023.
  • 367 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q4 2023.

Based on Triasima Portfolio Management's 13F filing for Q4 2023, filed 29 Jan 2024.