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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
2015
Q3 		– Sell
-100,000
Closed -$9.51M – 491
2015
Q2 		$9.51M Hold
100,000
– – 0.17% 180
2015
Q1 		$9.74M Sell
100,000
-250,000
-71% -$23.7M 0.18% 175
2014
Q4 		$32.8M Buy
350,000
+300,000
+600% +$28.1M 0.74% 19
2014
Q3 		$4.74M Buy
+50,000
New +$4.77M 0.11% 259

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
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. 1,617 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.
  • 1,617 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.