WFC
MDC

Western Financial Corp’s M.D.C. Holdings, Inc. MDC Stock Holding History

Western Financial Corp’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
Q3 		– Sell
-11,859
Closed -$600K – 100
2021
Q2 		$600K Buy
11,859
+1,683
+17% +$96.4K 0.32% 51
2021
Q1 		$604K Buy
+10,176
New +$533K 0.37% 48

Other funds holding MDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Western Financial Corp's MDC Position: Q3 2021 in Review

Western Financial Corp sold out of M.D.C. Holdings, Inc. (MDC) in Q3 2021, closing a stake of 11,859 shares — an estimated $600K sold.

Western Financial Corp first reported a position in MDC in Q1 2021 and held it in 2 quarters. The position peaked at $604K in Q1 2021. 313 funds tracked by Wall St. Rank hold MDC as of Q3 2021.

  • Western Financial Corp reported no remaining M.D.C. Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
  • Western Financial Corp sold 11,859 M.D.C. Holdings, Inc. shares in Q3 2021, an estimated $600K.
  • Western Financial Corp first reported a position in M.D.C. Holdings, Inc. in Q1 2021 and held it in 2 quarters.
  • Western Financial Corp's M.D.C. Holdings, Inc. position peaked at $604K in Q1 2021.
  • 313 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2021.

Based on Western Financial Corp's 13F filing for Q3 2021, filed 22 Oct 2021.