Jupiter Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,687
| Closed | -$3.87M | – | 596 |
|
|
2022
Q2 | $3.87M | Buy |
15,687
+3,874
| +33% | +$956K | 0.05% | 264 |
|
|
2022
Q1 | $2.92M | Buy |
11,813
+2,957
| +33% | +$731K | 0.03% | 321 |
|
|
2021
Q4 | $2.37M | Buy |
8,856
+7,309
| +472% | +$1.95M | 0.03% | 328 |
|
|
2021
Q3 | $373K | Sell |
1,547
-208
| -12% | -$50.2K | ﹤0.01% | 501 |
|
|
2021
Q2 | $405K | Buy |
1,755
+107
| +6% | +$24.7K | ﹤0.01% | 510 |
|
|
2021
Q1 | $369K | Buy |
1,648
+170
| +12% | +$38.1K | ﹤0.01% | 510 |
|
|
2020
Q4 | $317K | Buy |
1,478
+171
| +13% | +$36.7K | ﹤0.01% | 544 |
|
|
2020
Q3 | $287K | Buy |
+1,307
| New | +$287K | ﹤0.01% | 535 |
|