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Jacob Asset Management of New York’s McDonald's MCD Stock Holding History

Jacob Asset Management of New York’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
2013
Q3 		$289K Buy
3,000
+600
+25% +$58.6K 0.36% 77
2013
Q2 		$238K Buy
+2,400
New +$240K 0.32% 88

Other funds holding MCD

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jacob Asset Management of New York's MCD Position: Q3 2013 in Review

Jacob Asset Management of New York increased its McDonald's (MCD) stake by 25% in Q3 2013, buying an estimated $58.6K and bringing the position to 3,000 shares worth $289K. The position accounts for 0.36% of the portfolio, ranked #77.

Jacob Asset Management of New York first reported a position in MCD in Q2 2013 and has held it in 2 quarters since. 1,372 funds tracked by Wall St. Rank hold MCD as of Q3 2013.

  • Jacob Asset Management of New York held 3,000 shares of McDonald's worth $289K as of Q3 2013.
  • Jacob Asset Management of New York bought 600 McDonald's shares in Q3 2013, an estimated $58.6K.
  • McDonald's made up 0.36% of Jacob Asset Management of New York's portfolio in Q3 2013, its #77 holding.
  • Jacob Asset Management of New York first reported a position in McDonald's in Q2 2013 and has held it in 2 quarters since.
  • 1,372 funds tracked by Wall St. Rank held McDonald's as of Q3 2013.

Based on Jacob Asset Management of New York's 13F filing for Q3 2013, filed 14 Nov 2013.