EverPoint Asset Management’s McDonald's MCD Stock Holding History

EverPoint Asset 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
2016 Q4	$15.6M	Buy	+127,768	New	+$15M	0.29%	95
2016 Q2	–	Sell	-152,720	Closed	-$19.1M	–	472
2016 Q1	$19.2M	Sell	152,720 -342,965	-69%	-$41M	0.38%	61
2015 Q4	$58.6M	Buy	495,685 +470,685	+1,883%	+$52.6M	1.23%	8
2015 Q3	$2.46M	Sell	25,000 -325,400	-93%	-$31.7M	0.06%	309
2015 Q2	$33.3M	Buy	350,400 +284,481	+432%	+$27.5M	0.61%	34
2015 Q1	$6.42M	Sell	65,919 -274,239	-81%	-$26M	0.12%	231
2014 Q4	$31.9M	Sell	340,158 -152,669	-31%	-$14.3M	0.72%	21
2014 Q3	$46.7M	Buy	+492,827	New	+$47M	1.07%	10

Other funds holding MCD

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EverPoint Asset Management's MCD Position: Q4 2016 in Review

EverPoint Asset Management opened a new position in McDonald's (MCD) in Q4 2016: 127,768 shares worth $15.6M. The stake represents 0.29% of the portfolio and ranks #95 among its holdings. This is a return to the name: EverPoint Asset Management previously reported a position in MCD as recently as Q1 2016.

EverPoint Asset Management first reported a position in MCD in Q3 2014 and has held it in 8 quarters since. The position peaked at $58.6M in Q4 2015. 1,618 funds tracked by Wall St. Rank hold MCD as of Q4 2016.

EverPoint Asset Management held 127,768 shares of McDonald's worth $15.6M as of Q4 2016.
McDonald's was a new EverPoint Asset Management position in Q4 2016.
McDonald's made up 0.29% of EverPoint Asset Management's portfolio in Q4 2016, its #95 holding.
EverPoint Asset Management first reported a position in McDonald's in Q3 2014 and has held it in 8 quarters since.
EverPoint Asset Management's McDonald's position peaked at $58.6M in Q4 2015.
1,618 funds tracked by Wall St. Rank held McDonald's as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.