Wellington Management Group
MDC

Wellington Management Group’s M.D.C. Holdings, Inc. MDC Stock Holding History

Wellington Management Group’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
2022
Q4 		– Sell
-20,514
Closed -$562K – 2146
2022
Q3 		$562K Buy
+20,514
New +$679K ﹤0.01% 1767
2018
Q3 		– Sell
-19,740
Closed -$521K – 2334
2018
Q2 		$521K Sell
19,740
-110,706
-85% -$2.88M ﹤0.01% 2032
2018
Q1 		$3.12M Sell
130,446
-5,307
-4% -$140K ﹤0.01% 1621
2017
Q4 		$3.71M Buy
135,753
+37,817
+39% +$1.04M ﹤0.01% 1565
2017
Q3 		$2.58M Buy
+97,936
New +$2.59M ﹤0.01% 1656

Other funds holding MDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group's MDC Position: Q4 2022 in Review

Wellington Management Group sold out of M.D.C. Holdings, Inc. (MDC) in Q4 2022, closing a stake of 20,514 shares — an estimated $562K sold.

Wellington Management Group first reported a position in MDC in Q3 2017 and held it in 5 quarters. The position peaked at $3.71M in Q4 2017. 306 funds tracked by Wall St. Rank hold MDC as of Q4 2022.

  • Wellington Management Group reported no remaining M.D.C. Holdings, Inc. position as of Q4 2022 after selling out during the quarter.
  • Wellington Management Group sold 20,514 M.D.C. Holdings, Inc. shares in Q4 2022, an estimated $562K.
  • Wellington Management Group first reported a position in M.D.C. Holdings, Inc. in Q3 2017 and held it in 5 quarters.
  • Wellington Management Group's M.D.C. Holdings, Inc. position peaked at $3.71M in Q4 2017.
  • 306 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q4 2022.

Based on Wellington Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.