NEI
MDC

Northwest & Ethical Investments’s M.D.C. Holdings, Inc. MDC Stock Holding History

Northwest & Ethical Investments’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
2024
Q1 		– Sell
-3,783
Closed -$209K – 512
2023
Q4 		$209K Sell
3,783
-53
-1% -$2.35K 0.01% 355
2023
Q3 		$158K Sell
3,836
-2,457
-39% -$115K 0.01% 371
2023
Q2 		$294K Hold
6,293
– – 0.01% 350
2023
Q1 		$245K Hold
6,293
– – 0.01% 375
2022
Q4 		$199K Sell
6,293
-1,233
-16% -$38.1K 0.01% 378
2022
Q3 		$206K Buy
+7,526
New +$249K 0.01% 385

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Northwest & Ethical Investments's MDC Position: Q1 2024 in Review

Northwest & Ethical Investments sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2024, closing a stake of 3,783 shares — an estimated $209K sold.

Northwest & Ethical Investments first reported a position in MDC in Q3 2022 and held it in 6 quarters. The position peaked at $294K in Q2 2023. 323 funds tracked by Wall St. Rank hold MDC as of Q1 2024.

  • Northwest & Ethical Investments reported no remaining M.D.C. Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Northwest & Ethical Investments sold 3,783 M.D.C. Holdings, Inc. shares in Q1 2024, an estimated $209K.
  • Northwest & Ethical Investments first reported a position in M.D.C. Holdings, Inc. in Q3 2022 and held it in 6 quarters.
  • Northwest & Ethical Investments's M.D.C. Holdings, Inc. position peaked at $294K in Q2 2023.
  • 323 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2024.

Based on Northwest & Ethical Investments's 13F filing for Q1 2024, filed 9 Jul 2025.