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

Essex 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
2021 Q3	–	Sell	-50	Closed	-$12K	–	430
2021 Q2	$12K	Hold	50	–	–	﹤0.01%	390
2021 Q1	$11K	Hold	50	–	–	﹤0.01%	419
2020 Q4	$11K	Hold	50	–	–	﹤0.01%	438
2020 Q3	$11K	Buy	+50	New	+$10.3K	﹤0.01%	437
2019 Q1	–	Sell	-21	Closed	-$4K	–	496
2018 Q4	$4K	Buy	+21	New	+$3.72K	﹤0.01%	458
2013 Q4	–	Sell	-4,679	Closed	-$450K	–	374
2013 Q3	$450K	Sell	4,679 -10	-0.2%	-$976	0.07%	266
2013 Q2	$464K	Buy	+4,689	New	+$470K	0.08%	229

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

Essex Investment Management's MCD Position: Q3 2021 in Review

Essex Investment Management sold out of McDonald's (MCD) in Q3 2021, closing a stake of 50 shares — an estimated $12K sold.

Essex Investment Management first reported a position in MCD in Q2 2013 and held it in 7 quarters. The position peaked at $464K in Q2 2013. 2,518 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

Essex Investment Management reported no remaining McDonald's position as of Q3 2021 after selling out during the quarter.
Essex Investment Management sold 50 McDonald's shares in Q3 2021, an estimated $12K.
Essex Investment Management first reported a position in McDonald's in Q2 2013 and held it in 7 quarters.
Essex Investment Management's McDonald's position peaked at $464K in Q2 2013.
2,518 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Essex Investment Management's 13F filing for Q3 2021, filed 9 Nov 2021.