NFG
MDC

Norris Financial Group’s M.D.C. Holdings, Inc. MDC Stock Holding History

Norris Financial 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
Q1 		– Sell
-13,267
Closed -$741K – 109
2021
Q4 		$741K Sell
13,267
-2,416
-15% -$123K 0.45% 44
2021
Q3 		$733K Buy
15,683
+129
+0.8% +$6.53K 0.48% 47
2021
Q2 		$787K Sell
15,554
-399
-3% -$22.8K 0.53% 48
2021
Q1 		$948K Sell
15,953
-434
-3% -$22.7K 0.7% 36
2020
Q4 		$737K Sell
16,387
-1,819
-10% -$81.1K 0.58% 36
2020
Q3 		$794K Buy
+18,206
New +$726K 0.67% 36
2020
Q2 		– Sell
-22,737
Closed -$488K – 85
2020
Q1 		$488K Buy
+22,737
New +$796K 0.54% 42

Other funds holding MDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norris Financial Group's MDC Position: Q1 2022 in Review

Norris Financial Group sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2022, closing a stake of 13,267 shares — an estimated $741K sold.

Norris Financial Group first reported a position in MDC in Q1 2020 and held it in 7 quarters. The position peaked at $948K in Q1 2021. 293 funds tracked by Wall St. Rank hold MDC as of Q1 2022.

  • Norris Financial Group reported no remaining M.D.C. Holdings, Inc. position as of Q1 2022 after selling out during the quarter.
  • Norris Financial Group sold 13,267 M.D.C. Holdings, Inc. shares in Q1 2022, an estimated $741K.
  • Norris Financial Group first reported a position in M.D.C. Holdings, Inc. in Q1 2020 and held it in 7 quarters.
  • Norris Financial Group's M.D.C. Holdings, Inc. position peaked at $948K in Q1 2021.
  • 293 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2022.

Based on Norris Financial Group's 13F filing for Q1 2022, filed 20 May 2026.