Foresters Investment Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $24.9M | Sell |
115,750
-20,700
| -15% | -$4.44M | 0.49% | 61 |
|
2019
Q2 | $28.3M | Sell |
136,450
-5,300
| -4% | -$1.1M | 0.51% | 63 |
|
2019
Q1 | $26.9M | Sell |
141,750
-19,500
| -12% | -$3.7M | 0.47% | 68 |
|
2018
Q4 | $28.6M | Buy |
161,250
+125,450
| +350% | +$22.3M | 0.54% | 59 |
|
2018
Q3 | $5.99M | Buy |
35,800
+3,200
| +10% | +$535K | 0.09% | 281 |
|
2018
Q2 | $5.11M | Sell |
32,600
-4,400
| -12% | -$689K | 0.09% | 273 |
|
2018
Q1 | $5.79M | Sell |
37,000
-2,413
| -6% | -$377K | 0.1% | 238 |
|
2017
Q4 | $6.78M | Buy |
39,413
+86
| +0.2% | +$14.8K | 0.11% | 223 |
|
2017
Q3 | $6.16M | Sell |
39,327
-6,204
| -14% | -$972K | 0.1% | 220 |
|
2017
Q2 | $6.97M | Buy |
45,531
+2,531
| +6% | +$388K | 0.12% | 207 |
|
2017
Q1 | $5.57M | Hold |
43,000
| – | – | 0.1% | 219 |
|
2016
Q4 | $5.3M | Hold |
43,000
| – | – | 0.09% | 225 |
|
2016
Q3 | $4.96M | Hold |
43,000
| – | – | 0.09% | 229 |
|
2016
Q2 | $5.18M | Hold |
43,000
| – | – | 0.1% | 210 |
|
2016
Q1 | $5.4M | Hold |
43,000
| – | – | 0.11% | 198 |
|
2015
Q4 | $5.08M | Hold |
43,000
| – | – | 0.1% | 199 |
|
2015
Q3 | $4.24M | Hold |
43,000
| – | – | 0.09% | 211 |
|
2015
Q2 | $4.09M | Buy |
43,000
+6,900
| +19% | +$656K | 0.08% | 238 |
|
2015
Q1 | $3.52M | Hold |
36,100
| – | – | 0.07% | 245 |
|
2014
Q4 | $3.38M | Sell |
36,100
-103,900
| -74% | -$9.74M | 0.07% | 242 |
|
2014
Q3 | $13.3M | Sell |
140,000
-53,400
| -28% | -$5.06M | 0.28% | 127 |
|
2014
Q2 | $19.5M | Hold |
193,400
| – | – | 0.4% | 101 |
|
2014
Q1 | $19M | Hold |
193,400
| – | – | 0.41% | 102 |
|
2013
Q4 | $18.8M | Sell |
193,400
-3,100
| -2% | -$301K | 0.41% | 102 |
|
2013
Q3 | $18.9M | Sell |
196,500
-400
| -0.2% | -$38.5K | 0.46% | 92 |
|
2013
Q2 | $19.5M | Buy |
+196,900
| New | +$19.5M | 0.59% | 79 |
|