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McDonald Partners’s Barclays BCS Stock Holding History

McDonald Partners’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,684
Closed -$98.8K – 228
2023
Q3 		$98.8K Sell
12,684
-3,180
-20% -$24.7K 0.03% 221
2023
Q2 		$125K Sell
15,864
-869
-5% -$6.72K 0.04% 232
2023
Q1 		$120K Hold
16,733
– – 0.04% 227
2022
Q4 		$131K Sell
16,733
-1,501
-8% -$10.9K 0.04% 220
2022
Q3 		$117K Sell
18,234
-1,981
-10% -$15.3K 0.04% 213
2022
Q2 		$154K Buy
20,215
+34
+0.2% +$267 0.04% 281
2022
Q1 		$159K Buy
+20,181
New +$206K 0.03% 295
2021
Q4 		– Sell
-22,486
Closed -$232K – 562
2021
Q3 		$232K Sell
22,486
-1,101
-5% -$11K 0.05% 272
2021
Q2 		$228K Buy
23,587
+63
+0.3% +$643 0.05% 278
2021
Q1 		$241K Hold
23,524
– – 0.06% 258
2020
Q4 		$188K Buy
+23,524
New +$157K 0.05% 266

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Marshall Wace
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return