Aperio Group’s McDonald's MCD Stock Holding History

Aperio Group’s Portfolio MCD Stock Details MCD Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$138M	Buy	643,322 +20,309	+3%	+$4.36M	0.41%	41
2020 Q3	$137M	Buy	623,013 +40,721	+7%	+$8.94M	0.46%	41
2020 Q2	$107M	Sell	582,292 -36,553	-6%	-$6.74M	0.4%	43
2020 Q1	$102M	Sell	618,845 -29,419	-5%	-$4.86M	0.45%	41
2019 Q4	$128M	Buy	648,264 +9,357	+1%	+$1.85M	0.46%	33
2019 Q3	$137M	Buy	638,907 +10,584	+2%	+$2.27M	0.54%	29
2019 Q2	$130M	Buy	628,323 +17,835	+3%	+$3.7M	0.53%	29
2019 Q1	$116M	Buy	610,488 +18,611	+3%	+$3.53M	0.5%	31
2018 Q4	$105M	Buy	591,877 +14,931	+3%	+$2.65M	0.53%	29
2018 Q3	$96.5M	Sell	576,946 -8,470	-1%	-$1.42M	0.43%	43
2018 Q2	$91.7M	Buy	585,416 +19,727	+3%	+$3.09M	0.44%	36
2018 Q1	$88.5M	Buy	565,689 +3,452	+0.6%	+$540K	0.44%	37
2017 Q4	$96.8M	Buy	562,237 +24,043	+4%	+$4.14M	0.49%	30
2017 Q3	$84.3M	Buy	538,194 +9,452	+2%	+$1.48M	0.48%	31
2017 Q2	$81M	Buy	528,742 +15,025	+3%	+$2.3M	0.5%	33
2017 Q1	$66.6M	Buy	513,717 +3,610	+0.7%	+$468K	0.46%	35
2016 Q4	$62.1M	Buy	510,107 +43,096	+9%	+$5.25M	0.47%	34
2016 Q3	$53.9M	Sell	467,011 -5,466	-1%	-$631K	0.39%	47
2016 Q2	$56.9M	Buy	472,477 +5,941	+1%	+$715K	0.44%	42
2016 Q1	$58.6M	Buy	466,536 +17,751	+4%	+$2.23M	0.5%	35
2015 Q4	$53M	Sell	448,785 -335	-0.1%	-$39.6K	0.49%	35
2015 Q3	$44.3M	Buy	449,120 +42,945	+11%	+$4.23M	0.45%	39
2015 Q2	$38.6M	Buy	406,175 +41,472	+11%	+$3.94M	0.4%	43
2015 Q1	$35.5M	Buy	364,703 +51,917	+17%	+$5.06M	0.4%	45
2014 Q4	$29.3M	Sell	312,786 -32,289	-9%	-$3.03M	0.36%	50
2014 Q3	$32.7M	Buy	345,075 +14,102	+4%	+$1.34M	0.44%	34
2014 Q2	$33.3M	Buy	330,973 +25,251	+8%	+$2.54M	0.48%	29
2014 Q1	$30M	Buy	+305,722	New	+$30M	0.42%	30
2013 Q4	–	Sell	-272,318	Closed	-$26.2M	–	30
2013 Q3	$26.2M	Buy	272,318 +34,043	+14%	+$3.28M	0.51%	24
2013 Q2	$23.6M	Buy	+238,275	New	+$23.6M	0.56%	21