Wealthspire Advisors (New York)’s M.D.C. Holdings, Inc. MDC Stock Holding History

Wealthspire Advisors (New York)’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	-7,178	Closed	-$426K	–	691
2021 Q1	$426K	Sell	7,178 -104	-1%	-$5.45K	0.01%	436
2020 Q4	$328K	Buy	+7,282	New	+$325K	0.01%	413
2020 Q1	–	Sell	-7,181	Closed	-$254K	–	566
2019 Q4	$254K	Buy	7,181 +578	+9%	+$21.8K	0.02%	173
2019 Q3	$264K	Buy	+6,603	New	+$232K	0.02%	131
2019 Q1	–	Sell	-472	Closed	-$11K	–	848
2018 Q4	$11K	Buy	+472	New	+$11.4K	﹤0.01%	487

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

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s MDC Position: Q2 2021 in Review

Wealthspire Advisors (New York) sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2021, closing a stake of 7,178 shares — an estimated $426K sold.

Wealthspire Advisors (New York) first reported a position in MDC in Q4 2018 and held it in 5 quarters. The position peaked at $426K in Q1 2021. 334 funds tracked by Wall St. Rank hold MDC as of Q2 2021.

Wealthspire Advisors (New York) reported no remaining M.D.C. Holdings, Inc. position as of Q2 2021 after selling out during the quarter.
Wealthspire Advisors (New York) sold 7,178 M.D.C. Holdings, Inc. shares in Q2 2021, an estimated $426K.
Wealthspire Advisors (New York) first reported a position in M.D.C. Holdings, Inc. in Q4 2018 and held it in 5 quarters.
Wealthspire Advisors (New York)'s M.D.C. Holdings, Inc. position peaked at $426K in Q1 2021.
334 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2021, filed 13 Aug 2021.