MCWS
BALL icon

McKinley Carter Wealth Services’s Ball Corp BALL Stock Holding History

McKinley Carter Wealth Services’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,400
Closed -$216K – 290
2021
Q3 		$216K Buy
+2,400
New +$213K 0.02% 272
2021
Q2 		– Sell
-2,612
Closed -$221K – 285
2021
Q1 		$221K Sell
2,612
-21
-0.8% -$1.84K 0.02% 272
2020
Q4 		$245K Buy
+2,633
New +$243K 0.03% 233

Other funds holding BALL

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

McKinley Carter Wealth Services's BALL Position: Q4 2021 in Review

McKinley Carter Wealth Services sold out of Ball Corp (BALL) in Q4 2021, closing a stake of 2,400 shares — an estimated $216K sold.

McKinley Carter Wealth Services first reported a position in BALL in Q4 2020 and held it in 3 quarters. The position peaked at $245K in Q4 2020. 756 funds tracked by Wall St. Rank hold BALL as of Q4 2021.

  • McKinley Carter Wealth Services reported no remaining Ball Corp position as of Q4 2021 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 2,400 Ball Corp shares in Q4 2021, an estimated $216K.
  • McKinley Carter Wealth Services first reported a position in Ball Corp in Q4 2020 and held it in 3 quarters.
  • McKinley Carter Wealth Services's Ball Corp position peaked at $245K in Q4 2020.
  • 756 funds tracked by Wall St. Rank held Ball Corp as of Q4 2021.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2021, filed 7 Feb 2022.