Lountzis Asset Management’s McDonald's MCD Stock Holding History

Lountzis Asset 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
2021 Q4	–	Sell	-6	Closed	-$1.45K	–	63
2021 Q3	$1.45K	Buy	+6	New	+$1.43K	﹤0.01%	95

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lountzis Asset Management's MCD Position: Q4 2021 in Review

Lountzis Asset Management sold out of McDonald's (MCD) in Q4 2021, closing a stake of 6 shares — an estimated $1.45K sold.

Lountzis Asset Management first reported a position in MCD in Q3 2021 and held it in 1 quarter. The position peaked at $1.45K in Q3 2021. 2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

Lountzis Asset Management reported no remaining McDonald's position as of Q4 2021 after selling out during the quarter.
Lountzis Asset Management sold 6 McDonald's shares in Q4 2021, an estimated $1.45K.
Lountzis Asset Management first reported a position in McDonald's in Q3 2021 and held it in 1 quarter.
Lountzis Asset Management's McDonald's position peaked at $1.45K in Q3 2021.
2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Lountzis Asset Management's 13F filing for Q4 2021, filed 26 Jan 2022.