WP
MDC

WealthShield Partners’s M.D.C. Holdings, Inc. MDC Stock Holding History

WealthShield Partners’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
Q4 		– Sell
-7,996
Closed -$374K – 306
2021
Q3 		$374K Buy
+7,996
New +$405K 0.1% 172
2021
Q2 		– Sell
-3,724
Closed -$220K – 1197
2021
Q1 		$220K Sell
3,724
-1,331
-26% -$69.8K 0.04% 244
2020
Q4 		$227K Buy
+5,055
New +$225K 0.04% 271

Other funds holding MDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
C
CVentures Denver, Colorado $490M AUM
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WealthShield Partners's MDC Position: Q4 2021 in Review

WealthShield Partners sold out of M.D.C. Holdings, Inc. (MDC) in Q4 2021, closing a stake of 7,996 shares — an estimated $374K sold.

WealthShield Partners first reported a position in MDC in Q4 2020 and held it in 3 quarters. The position peaked at $374K in Q3 2021. 327 funds tracked by Wall St. Rank hold MDC as of Q4 2021.

  • WealthShield Partners reported no remaining M.D.C. Holdings, Inc. position as of Q4 2021 after selling out during the quarter.
  • WealthShield Partners sold 7,996 M.D.C. Holdings, Inc. shares in Q4 2021, an estimated $374K.
  • WealthShield Partners first reported a position in M.D.C. Holdings, Inc. in Q4 2020 and held it in 3 quarters.
  • WealthShield Partners's M.D.C. Holdings, Inc. position peaked at $374K in Q3 2021.
  • 327 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q4 2021.

Based on WealthShield Partners's 13F filing for Q4 2021, filed 10 Feb 2022.