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Industrial Alliance Investment Management’s McDonald's MCD Stock Holding History

Industrial Alliance Investment 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
2023
Q3 		– Sell
-1,372
Closed -$409K – 102
2023
Q2 		$409K Sell
1,372
-85,939
-98% -$25M 0.22% 39
2023
Q1 		$24.4M Sell
87,311
-7,044
-7% -$1.89M 0.68% 30
2022
Q4 		$24.9M Buy
94,355
+1,544
+2% +$407K 0.69% 34
2022
Q3 		$21.4M Buy
92,811
+17,482
+23% +$4.47M 0.63% 36
2022
Q2 		$18.6M Buy
75,329
+1,040
+1% +$256K 0.53% 47
2022
Q1 		$18.4M Sell
74,289
-50,199
-40% -$12.5M 0.43% 56
2021
Q4 		$33.4M Buy
+124,488
New +$31.4M 0.77% 28

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Industrial Alliance Investment Management's MCD Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of McDonald's (MCD) in Q3 2023, closing a stake of 1,372 shares — an estimated $409K sold.

Industrial Alliance Investment Management first reported a position in MCD in Q4 2021 and held it in 7 quarters. The position peaked at $33.4M in Q4 2021. 2,993 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 1,372 McDonald's shares in Q3 2023, an estimated $409K.
  • Industrial Alliance Investment Management first reported a position in McDonald's in Q4 2021 and held it in 7 quarters.
  • Industrial Alliance Investment Management's McDonald's position peaked at $33.4M in Q4 2021.
  • 2,993 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.