WC
MDC

Waterloo Capital’s M.D.C. Holdings, Inc. MDC Stock Holding History

Waterloo Capital’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
2024
Q2 		– Sell
-39,725
Closed -$2.5M – 404
2024
Q1 		$2.5M Sell
39,725
-12,799
-24% -$782K 0.32% 79
2023
Q4 		$2.9M Buy
+52,524
New +$2.33M 0.47% 48

Other funds holding MDC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Waterloo Capital's MDC Position: Q2 2024 in Review

Waterloo Capital sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 39,725 shares — an estimated $2.5M sold.

Waterloo Capital first reported a position in MDC in Q4 2023 and held it in 2 quarters. The position peaked at $2.9M in Q4 2023. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Waterloo Capital reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Waterloo Capital sold 39,725 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $2.5M.
  • Waterloo Capital first reported a position in M.D.C. Holdings, Inc. in Q4 2023 and held it in 2 quarters.
  • Waterloo Capital's M.D.C. Holdings, Inc. position peaked at $2.9M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Waterloo Capital's 13F filing for Q2 2024, filed 12 Aug 2024.