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Fortem Financial Group’s McCormick & Company Non-Voting MKC Stock Holding History

Fortem Financial Group’s Portfolio MKC Stock Details MKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-34
Closed -$3K – 335
2020
Q4 		$3K Buy
+34
New +$3.21K ﹤0.01% 434

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fortem Financial Group's MKC Position: Q1 2021 in Review

Fortem Financial Group sold out of McCormick & Company Non-Voting (MKC) in Q1 2021, closing a stake of 34 shares — an estimated $3K sold.

Fortem Financial Group first reported a position in MKC in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 960 funds tracked by Wall St. Rank hold MKC as of Q1 2021.

  • Fortem Financial Group reported no remaining McCormick & Company Non-Voting position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 34 McCormick & Company Non-Voting shares in Q1 2021, an estimated $3K.
  • Fortem Financial Group first reported a position in McCormick & Company Non-Voting in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's McCormick & Company Non-Voting position peaked at $3K in Q4 2020.
  • 960 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.