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Employers Holdings’s McDonald's MCD Stock Holding History

Employers Holdings’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
Q1 		$752K Hold
3,355
– – 0.44% 72
2020
Q4 		$720K Hold
3,355
– – 0.43% 69
2020
Q3 		$736K Hold
3,355
– – 0.5% 58
2020
Q2 		$619K Hold
3,355
– – 0.35% 85
2020
Q1 		$555K Sell
3,355
-45
-1% -$8.87K 0.38% 83
2019
Q4 		$672K Hold
3,400
– – 0.35% 82
2019
Q3 		$730K Sell
3,400
-7,072
-68% -$1.52M 0.38% 72
2019
Q2 		$2.17M Buy
+10,472
New +$2.07M 1.21% 21

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Employers Holdings's MCD Position: Q1 2021 in Review

Employers Holdings held its McDonald's (MCD) position steady in Q1 2021 at 3,355 shares worth $752K. The position accounts for 0.44% of the portfolio, ranked #72.

Employers Holdings first reported a position in MCD in Q2 2019 and has held it in 8 quarters since. The position peaked at $2.17M in Q2 2019. 2,494 funds tracked by Wall St. Rank hold MCD as of Q1 2021.

  • Employers Holdings held 3,355 shares of McDonald's worth $752K as of Q1 2021.
  • Employers Holdings left its McDonald's share count unchanged in Q1 2021.
  • McDonald's made up 0.44% of Employers Holdings's portfolio in Q1 2021, its #72 holding.
  • Employers Holdings first reported a position in McDonald's in Q2 2019 and has held it in 8 quarters since.
  • Employers Holdings's McDonald's position peaked at $2.17M in Q2 2019.
  • 2,494 funds tracked by Wall St. Rank held McDonald's as of Q1 2021.

Based on Employers Holdings's 13F filing for Q1 2021, filed 30 Apr 2021.