UFF
MDC

USA Financial Formulas’s M.D.C. Holdings, Inc. MDC Stock Holding History

USA Financial Formulas’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
2020
Q1 		– Sell
-2,277
Closed -$80K – 338
2019
Q4 		$80K Buy
2,277
+538
+31% +$20.3K 0.03% 171
2019
Q3 		$69K Buy
+1,739
New +$61.1K 0.03% 157
2018
Q1 		– Sell
-16,704
Closed -$457K – 429
2017
Q4 		$457K Buy
+16,704
New +$460K 0.11% 172
2017
Q3 		– Sell
-18,548
Closed -$520K – 342
2017
Q2 		$520K Buy
+18,548
New +$486K 0.13% 155

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

USA Financial Formulas's MDC Position: Q1 2020 in Review

USA Financial Formulas sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2020, closing a stake of 2,277 shares — an estimated $80K sold.

USA Financial Formulas first reported a position in MDC in Q2 2017 and held it in 4 quarters. The position peaked at $520K in Q2 2017. 227 funds tracked by Wall St. Rank hold MDC as of Q1 2020.

  • USA Financial Formulas reported no remaining M.D.C. Holdings, Inc. position as of Q1 2020 after selling out during the quarter.
  • USA Financial Formulas sold 2,277 M.D.C. Holdings, Inc. shares in Q1 2020, an estimated $80K.
  • USA Financial Formulas first reported a position in M.D.C. Holdings, Inc. in Q2 2017 and held it in 4 quarters.
  • USA Financial Formulas's M.D.C. Holdings, Inc. position peaked at $520K in Q2 2017.
  • 227 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2020.

Based on USA Financial Formulas's 13F filing for Q1 2020, filed 13 Apr 2020.