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Lionsbridge Wealth Management’s McDonald's MCD Stock Holding History

Lionsbridge Wealth 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
2020
Q1 		– Sell
-255
Closed -$51K – 203
2019
Q4 		$51K Buy
+255
New +$50.6K 0.05% 65

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lionsbridge Wealth Management's MCD Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of McDonald's (MCD) in Q1 2020, closing a stake of 255 shares — an estimated $51K sold.

Lionsbridge Wealth Management first reported a position in MCD in Q4 2019 and held it in 1 quarter. The position peaked at $51K in Q4 2019. 2,165 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining McDonald's position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 255 McDonald's shares in Q1 2020, an estimated $51K.
  • Lionsbridge Wealth Management first reported a position in McDonald's in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's McDonald's position peaked at $51K in Q4 2019.
  • 2,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.