VWM
MDC

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

Venturi Wealth 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
Q3 		– Sell
-6
Closed -$281 – 1450
2023
Q2 		$281 Buy
+6
New +$250 ﹤0.01% 1117

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's MDC Position: Q3 2023 in Review

Venturi Wealth Management sold out of M.D.C. Holdings, Inc. (MDC) in Q3 2023, closing a stake of 6 shares — an estimated $281 sold.

Venturi Wealth Management first reported a position in MDC in Q2 2023 and held it in 1 quarter. The position peaked at $281 in Q2 2023. 346 funds tracked by Wall St. Rank hold MDC as of Q3 2023.

  • Venturi Wealth Management reported no remaining M.D.C. Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 6 M.D.C. Holdings, Inc. shares in Q3 2023, an estimated $281.
  • Venturi Wealth Management first reported a position in M.D.C. Holdings, Inc. in Q2 2023 and held it in 1 quarter.
  • Venturi Wealth Management's M.D.C. Holdings, Inc. position peaked at $281 in Q2 2023.
  • 346 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2023.

Based on Venturi Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.