AlphaSimPlex Group’s McDonald's MCD Stock Holding History

AlphaSimPlex Group’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
2022 Q1	–	Sell	-1,486	Closed	-$398K	–	116
2021 Q4	$398K	Sell	1,486 -3,343	-69%	-$844K	0.68%	42
2021 Q3	$1.16M	Sell	4,829 -1,592	-25%	-$380K	0.96%	25
2021 Q2	$1.48M	Hold	6,421	–	–	0.74%	33
2021 Q1	$1.44M	Hold	6,421	–	–	0.6%	44
2020 Q4	$1.38M	Buy	6,421 +2,176	+51%	+$473K	0.48%	53
2020 Q3	$932K	Buy	4,245 +653	+18%	+$134K	0.42%	82
2020 Q2	$663K	Buy	+3,592	New	+$659K	0.5%	53
2020 Q1	–	Sell	-5,259	Closed	-$1.04M	–	188
2019 Q4	$1.04M	Hold	5,259	–	–	0.39%	88
2019 Q3	$1.13M	Sell	5,259 -1,690	-24%	-$362K	0.43%	89
2019 Q2	$1.44M	Sell	6,949 -2,058	-23%	-$408K	0.45%	69
2019 Q1	$1.71M	Buy	+9,007	New	+$1.63M	0.58%	43

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AlphaSimPlex Group's MCD Position: Q1 2022 in Review

AlphaSimPlex Group sold out of McDonald's (MCD) in Q1 2022, closing a stake of 1,486 shares — an estimated $398K sold.

AlphaSimPlex Group first reported a position in MCD in Q1 2019 and held it in 11 quarters. The position peaked at $1.71M in Q1 2019. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

AlphaSimPlex Group reported no remaining McDonald's position as of Q1 2022 after selling out during the quarter.
AlphaSimPlex Group sold 1,486 McDonald's shares in Q1 2022, an estimated $398K.
AlphaSimPlex Group first reported a position in McDonald's in Q1 2019 and held it in 11 quarters.
AlphaSimPlex Group's McDonald's position peaked at $1.71M in Q1 2019.
2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on AlphaSimPlex Group's 13F filing for Q1 2022, filed 10 May 2022.