VFA
MDC

Valeo Financial Advisors’s M.D.C. Holdings, Inc. MDC Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-4
Closed – – 1948
2021
Q1 		$0 Hold
4
– – ﹤0.01% 2227
2020
Q4 		$0 Hold
4
– – ﹤0.01% 1905
2020
Q3 		$0 Sell
4
-13
-76% -$518 ﹤0.01% 2220
2020
Q2 		$1K Buy
17
+13
+325% +$359 ﹤0.01% 1996
2020
Q1 		$0 Buy
+4
New +$140 ﹤0.01% 1955

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
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valeo Financial Advisors's MDC Position: Q2 2021 in Review

Valeo Financial Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2021, closing a stake of 4 shares.

Valeo Financial Advisors first reported a position in MDC in Q1 2020 and held it in 5 quarters. The position peaked at $1K in Q2 2020. 334 funds tracked by Wall St. Rank hold MDC as of Q2 2021.

  • Valeo Financial Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 4 M.D.C. Holdings, Inc. shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in M.D.C. Holdings, Inc. in Q1 2020 and held it in 5 quarters.
  • Valeo Financial Advisors's M.D.C. Holdings, Inc. position peaked at $1K in Q2 2020.
  • 334 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.