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Morgens Waterfall Vintiadis & Co’s McDonald's MCD Stock Holding History

Morgens Waterfall Vintiadis & Co’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
2019
Q4 		– Sell
-23,275
Closed -$5M – 54
2019
Q3 		$5M Buy
23,275
+400
+2% +$85.8K 3.84% 4
2019
Q2 		$4.75M Buy
+22,875
New +$4.53M 3.27% 11

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgens Waterfall Vintiadis & Co's MCD Position: Q4 2019 in Review

Morgens Waterfall Vintiadis & Co sold out of McDonald's (MCD) in Q4 2019, closing a stake of 23,275 shares — an estimated $5M sold.

Morgens Waterfall Vintiadis & Co first reported a position in MCD in Q2 2019 and held it in 2 quarters. The position peaked at $5M in Q3 2019. 2,258 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

  • Morgens Waterfall Vintiadis & Co reported no remaining McDonald's position as of Q4 2019 after selling out during the quarter.
  • Morgens Waterfall Vintiadis & Co sold 23,275 McDonald's shares in Q4 2019, an estimated $5M.
  • Morgens Waterfall Vintiadis & Co first reported a position in McDonald's in Q2 2019 and held it in 2 quarters.
  • Morgens Waterfall Vintiadis & Co's McDonald's position peaked at $5M in Q3 2019.
  • 2,258 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q4 2019, filed 14 Feb 2020.