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

UBS 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
2019 Q3	–	Sell	-216,000	Closed	-$6.56M	–	8344
2019 Q2	$6.56M	Hold	216,000	–	–	﹤0.01%	2112
2019 Q1	$5.81M	Buy	+216,000	New	+$5.72M	﹤0.01%	2089
2018 Q4	–	Sell	-233,280	Closed	-$5.92M	–	8383
2018 Q3	$5.92M	Hold	233,280	–	–	﹤0.01%	2208
2018 Q2	$6.15M	Hold	233,280	–	–	﹤0.01%	2163
2018 Q1	$5.58M	Buy	+233,280	New	+$6.17M	﹤0.01%	2195
2016 Q1	–	Sell	-417	Closed	-$8K	–	8320
2015 Q4	$8K	Hold	417	–	–	﹤0.01%	7448
2015 Q3	$8K	Hold	417	–	–	﹤0.01%	7432
2015 Q2	$9K	Hold	417	–	–	﹤0.01%	7557
2015 Q1	$9K	Hold	417	–	–	﹤0.01%	7742
2014 Q4	$8K	Buy	+417	New	+$7.64K	﹤0.01%	8622

Other funds holding MDC

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

UBS Group's MDC Position: Q2 2024 in Review

UBS Group sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 86,587 shares — an estimated $5.45M sold.

UBS Group first reported a position in MDC in Q4 2014 and held it in 38 quarters. The position peaked at $11.8M in Q4 2019. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

UBS Group reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
UBS Group sold 86,587 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $5.45M.
UBS Group first reported a position in M.D.C. Holdings, Inc. in Q4 2014 and held it in 38 quarters.
UBS Group's M.D.C. Holdings, Inc. position peaked at $11.8M in Q4 2019.
4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on UBS Group's 13F filing for Q2 2024, filed 14 Aug 2024.