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McKinley Carter Wealth Services’s Fastenal FAST Stock Holding History

McKinley Carter Wealth Services’s Portfolio FAST Stock Details FAST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,518
Closed -$213K – 147
2019
Q4 		$213K Buy
+11,518
New +$206K 0.05% 156
2019
Q3 		– Sell
-12,622
Closed -$206K – 161
2019
Q2 		$206K Sell
12,622
-1,442
-10% -$23.8K 0.06% 152
2019
Q1 		$226K Sell
14,064
-1,932
-12% -$29.1K 0.06% 141
2018
Q4 		$209K Sell
15,996
-3,272
-17% -$44.3K 0.07% 143
2018
Q3 		$279K Sell
19,268
-2,920
-13% -$41.6K 0.08% 138
2018
Q2 		$267K Sell
22,188
-5,088
-19% -$65.9K 0.09% 140
2018
Q1 		$372K Sell
27,276
-6,220
-19% -$85.7K 0.12% 116
2017
Q4 		$458K Sell
33,496
-15,952
-32% -$198K 0.16% 96
2017
Q3 		$563K Sell
49,448
-105,952
-68% -$1.14M 0.22% 81
2017
Q2 		$1.69M Buy
155,400
+3,612
+2% +$40.5K 0.75% 48
2017
Q1 		$1.95M Buy
151,788
+3,276
+2% +$41.1K 0.91% 42
2016
Q4 		$1.74M Buy
148,512
+1,832
+1% +$20.1K 0.88% 43
2016
Q3 		$1.53M Buy
146,680
+22,120
+18% +$235K 0.79% 47
2016
Q2 		$1.38M Buy
124,560
+46,432
+59% +$530K 0.72% 47
2016
Q1 		$957K Buy
+78,128
New +$849K 0.53% 51

Other funds holding FAST

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McKinley Carter Wealth Services's FAST Position: Q1 2020 in Review

McKinley Carter Wealth Services sold out of Fastenal (FAST) in Q1 2020, closing a stake of 11,518 shares — an estimated $213K sold.

McKinley Carter Wealth Services first reported a position in FAST in Q1 2016 and held it in 15 quarters. The position peaked at $1.95M in Q1 2017. 814 funds tracked by Wall St. Rank hold FAST as of Q1 2020.

  • McKinley Carter Wealth Services reported no remaining Fastenal position as of Q1 2020 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 11,518 Fastenal shares in Q1 2020, an estimated $213K.
  • McKinley Carter Wealth Services first reported a position in Fastenal in Q1 2016 and held it in 15 quarters.
  • McKinley Carter Wealth Services's Fastenal position peaked at $1.95M in Q1 2017.
  • 814 funds tracked by Wall St. Rank held Fastenal as of Q1 2020.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2020, filed 1 May 2020.