Ameritas Investment Company’s McDonald's MCD Stock Holding History

Ameritas Investment Company’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
2021 Q3	$1.11M	Buy	4,587 +1,161	+34%	+$277K	0.05%	259
2021 Q2	$1.03M	Sell	3,426 -2,616	-43%	-$609K	0.05%	275
2021 Q1	$1.35M	Buy	6,042 +1,510	+33%	+$323K	0.12%	175
2020 Q4	$972K	Buy	4,532 +823	+22%	+$179K	0.19%	132
2020 Q3	$684K	Hold	3,709	–	–	0.21%	126
2020 Q2	$684K	Sell	3,709 -260	-7%	-$47.7K	0.2%	130
2020 Q1	$654K	Buy	3,969 +158	+4%	+$31.1K	0.1%	159
2019 Q4	$753K	Sell	3,811 -150	-4%	-$29.8K	0.16%	128
2019 Q3	$845K	Buy	3,961 +1,941	+96%	+$416K	0.17%	115
2019 Q2	$419K	Sell	2,020 -1,018	-34%	-$202K	0.2%	118
2019 Q1	$577K	Buy	+3,038	New	+$551K	0.11%	159

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

Ameritas Investment Company's MCD Position: Q3 2021 in Review

Ameritas Investment Company increased its McDonald's (MCD) stake by 34% in Q3 2021, buying an estimated $277K and bringing the position to 4,587 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #259.

Ameritas Investment Company first reported a position in MCD in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.35M in Q1 2021. 2,518 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

Ameritas Investment Company held 4,587 shares of McDonald's worth $1.11M as of Q3 2021.
Ameritas Investment Company bought 1,161 McDonald's shares in Q3 2021, an estimated $277K.
McDonald's made up 0.05% of Ameritas Investment Company's portfolio in Q3 2021, its #259 holding.
Ameritas Investment Company first reported a position in McDonald's in Q1 2019 and has held it in 11 quarters since.
Ameritas Investment Company's McDonald's position peaked at $1.35M in Q1 2021.
2,518 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

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