Washington Trust’s M.D.C. Holdings, Inc. MDC Stock Holding History

Washington Trust’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 Q1	–	Sell	-101	Closed	-$3.19K	–	997
2022 Q4	$3.19K	Buy	+101	New	+$3.12K	﹤0.01%	761
2020 Q2	–	Sell	-924	Closed	-$20K	–	1018
2020 Q1	$20K	Buy	+924	New	+$32.4K	﹤0.01%	559
2018 Q3	–	Sell	-925	Closed	-$24K	–	866
2018 Q2	$24K	Buy	+925	New	+$24K	﹤0.01%	544

Other funds holding MDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Washington Trust's MDC Position: Q1 2023 in Review

Washington Trust sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2023, closing a stake of 101 shares — an estimated $3.19K sold.

Washington Trust first reported a position in MDC in Q2 2018 and held it in 3 quarters. The position peaked at $24K in Q2 2018. 300 funds tracked by Wall St. Rank hold MDC as of Q1 2023.

Washington Trust reported no remaining M.D.C. Holdings, Inc. position as of Q1 2023 after selling out during the quarter.
Washington Trust sold 101 M.D.C. Holdings, Inc. shares in Q1 2023, an estimated $3.19K.
Washington Trust first reported a position in M.D.C. Holdings, Inc. in Q2 2018 and held it in 3 quarters.
Washington Trust's M.D.C. Holdings, Inc. position peaked at $24K in Q2 2018.
300 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2023.

Based on Washington Trust's 13F filing for Q1 2023, filed 4 May 2023.