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AIA Investment Management’s McDonald's MCD Stock Holding History

AIA Investment Management’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$290K Buy
1,320
+343
+35% +$70.4K 0.07% 141
2020
Q2 		$180K Buy
977
+88
+10% +$16.1K 0.04% 122
2020
Q1 		$147K Buy
889
+61
+7% +$12K 0.03% 122
2019
Q4 		$164K Sell
828
-643
-44% -$128K 0.21% 81
2019
Q3 		$316K Buy
+1,471
New +$315K 0.32% 43

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIA Investment Management's MCD Position: Q3 2020 in Review

AIA Investment Management increased its McDonald's (MCD) stake by 35% in Q3 2020, buying an estimated $70.4K and bringing the position to 1,320 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #141.

AIA Investment Management first reported a position in MCD in Q3 2019 and has held it in 5 quarters since. The position peaked at $316K in Q3 2019. 2,278 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

  • AIA Investment Management held 1,320 shares of McDonald's worth $290K as of Q3 2020.
  • AIA Investment Management bought 343 McDonald's shares in Q3 2020, an estimated $70.4K.
  • McDonald's made up 0.07% of AIA Investment Management's portfolio in Q3 2020, its #141 holding.
  • AIA Investment Management first reported a position in McDonald's in Q3 2019 and has held it in 5 quarters since.
  • AIA Investment Management's McDonald's position peaked at $316K in Q3 2019.
  • 2,278 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.