Jupiter Investment Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $9.71M | Buy |
52,623
+50,898
| +2,951% | +$9.39M | 0.15% | 146 |
|
|
2020
Q1 | $285K | Sell |
1,725
-1,375
| -44% | -$227K | 0.01% | 325 |
|
|
2019
Q4 | $612K | Sell |
3,100
-8,734
| -74% | -$1.72M | 0.01% | 347 |
|
|
2019
Q3 | $2.54M | Buy |
+11,834
| New | +$2.54M | 0.03% | 293 |
|
|
2018
Q3 | – | Sell |
-38,781
| Closed | -$6.08M | – | 415 |
|
|
2018
Q2 | $6.08M | Sell |
38,781
-28,906
| -43% | -$4.53M | 0.04% | 192 |
|
|
2018
Q1 | $10.6M | Buy |
67,687
+22,112
| +49% | +$3.46M | 0.08% | 149 |
|
|
2017
Q4 | $7.84M | Buy |
45,575
+2,616
| +6% | +$450K | 0.07% | 157 |
|
|
2017
Q3 | $6.73M | Sell |
42,959
-165,183
| -79% | -$25.9M | 0.07% | 160 |
|
|
2017
Q2 | $31.9M | Buy |
208,142
+190,284
| +1,066% | +$29.1M | 0.39% | 79 |
|
|
2017
Q1 | $2.31M | Hold |
17,858
| – | – | 0.03% | 198 |
|
|
2016
Q4 | $2.17M | Sell |
17,858
-125
| -0.7% | -$15.2K | 0.04% | 184 |
|
|
2016
Q3 | $2.07M | Buy |
17,983
+1,176
| +7% | +$136K | 0.04% | 217 |
|
|
2016
Q2 | $2.02M | Buy |
16,807
+4,167
| +33% | +$501K | 0.04% | 252 |
|
|
2016
Q1 | $1.59M | Buy |
+12,640
| New | +$1.59M | 0.03% | 268 |
|
|
2014
Q4 | – | Sell |
-10,900
| Closed | -$1.03M | – | 376 |
|
|
2014
Q3 | $1.03M | Sell |
10,900
-14,000
| -56% | -$1.33M | 0.05% | 228 |
|
|
2014
Q2 | $2.51M | Buy |
+24,900
| New | +$2.51M | 0.14% | 132 |
|
|
2013
Q4 | – | Sell |
-42,400
| Closed | -$4.08M | – | 372 |
|
|
2013
Q3 | $4.08M | Buy |
42,400
+17,800
| +72% | +$1.71M | 0.39% | 102 |
|
|
2013
Q2 | $2.44M | Buy |
+24,600
| New | +$2.44M | 0.29% | 134 |
|