SIM
MDC

Sonora Investment Management’s M.D.C. Holdings, Inc. MDC Stock Holding History

Sonora Investment Management’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 		$8K Hold
170
– – ﹤0.01% 825
2021
Q2 		$9K Buy
+170
New +$9.73K ﹤0.01% 735
2016
Q3 		– Sell
-137
Closed -$2.42K – 889
2016
Q2 		$2.42K Buy
137
+1
+0.7% +$17 ﹤0.01% 760
2016
Q1 		$2.5K Buy
136
+1
+0.7% +$16 ﹤0.01% 817
2015
Q4 		$2K Buy
135
+2
+2% +$38 ﹤0.01% 729
2015
Q3 		$3K Buy
+133
New +$2.79K ﹤0.01% 931

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sonora Investment Management's MDC Position: Q3 2021 in Review

Sonora Investment Management held its M.D.C. Holdings, Inc. (MDC) position steady in Q3 2021 at 170 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Sonora Investment Management first reported a position in MDC in Q3 2015 and has held it in 6 quarters since. The position peaked at $9K in Q2 2021. 313 funds tracked by Wall St. Rank hold MDC as of Q3 2021.

  • Sonora Investment Management held 170 shares of M.D.C. Holdings, Inc. worth $8K as of Q3 2021.
  • Sonora Investment Management left its M.D.C. Holdings, Inc. share count unchanged in Q3 2021.
  • M.D.C. Holdings, Inc. made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #825 holding.
  • Sonora Investment Management first reported a position in M.D.C. Holdings, Inc. in Q3 2015 and has held it in 6 quarters since.
  • Sonora Investment Management's M.D.C. Holdings, Inc. position peaked at $9K in Q2 2021.
  • 313 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.