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

West Oak 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
2021 Q4	–	Sell	-200	Closed	-$9K	–	402
2021 Q3	$9K	Hold	200	–	–	﹤0.01%	288
2021 Q2	$10K	Buy	+200	New	+$11.5K	﹤0.01%	280

Other funds holding MDC

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

CVentures Denver, Colorado $490M AUM

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

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

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

West Oak Capital's MDC Position: Q4 2021 in Review

West Oak Capital sold out of M.D.C. Holdings, Inc. (MDC) in Q4 2021, closing a stake of 200 shares — an estimated $9K sold.

West Oak Capital first reported a position in MDC in Q2 2021 and held it in 2 quarters. The position peaked at $10K in Q2 2021. 327 funds tracked by Wall St. Rank hold MDC as of Q4 2021.

West Oak Capital reported no remaining M.D.C. Holdings, Inc. position as of Q4 2021 after selling out during the quarter.
West Oak Capital sold 200 M.D.C. Holdings, Inc. shares in Q4 2021, an estimated $9K.
West Oak Capital first reported a position in M.D.C. Holdings, Inc. in Q2 2021 and held it in 2 quarters.
West Oak Capital's M.D.C. Holdings, Inc. position peaked at $10K in Q2 2021.
327 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q4 2021.

Based on West Oak Capital's 13F filing for Q4 2021, filed 12 Jan 2022.