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Fulcrum Equity Management’s McCormick & Company Non-Voting MKC Stock Holding History

Fulcrum Equity Management’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
2019
Q4 		– Sell
-96
Closed -$8K – 176
2019
Q3 		$8K Buy
+96
New +$7.71K ﹤0.01% 140

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Franklin Resources
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ClearBridge Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fulcrum Equity Management's MKC Position: Q4 2019 in Review

Fulcrum Equity Management sold out of McCormick & Company Non-Voting (MKC) in Q4 2019, closing a stake of 96 shares — an estimated $8K sold.

Fulcrum Equity Management first reported a position in MKC in Q3 2019 and held it in 1 quarter. The position peaked at $8K in Q3 2019. 890 funds tracked by Wall St. Rank hold MKC as of Q4 2019.

  • Fulcrum Equity Management reported no remaining McCormick & Company Non-Voting position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 96 McCormick & Company Non-Voting shares in Q4 2019, an estimated $8K.
  • Fulcrum Equity Management first reported a position in McCormick & Company Non-Voting in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's McCormick & Company Non-Voting position peaked at $8K in Q3 2019.
  • 890 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.