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New England Investment & Retirement Group’s McDonald's MCD Stock Holding History

New England Investment & Retirement Group’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
2020
Q3 		– Sell
-1,245
Closed -$230K – 74
2020
Q2 		$230K Hold
1,245
– – 0.06% 64
2020
Q1 		$206K Hold
1,245
– – 0.09% 51
2019
Q4 		$246K Hold
1,245
– – 0.08% 54
2019
Q3 		$267K Buy
+1,245
New +$267K 0.11% 51

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New England Investment & Retirement Group's MCD Position: Q3 2020 in Review

New England Investment & Retirement Group sold out of McDonald's (MCD) in Q3 2020, closing a stake of 1,245 shares — an estimated $230K sold.

New England Investment & Retirement Group first reported a position in MCD in Q3 2019 and held it in 4 quarters. The position peaked at $267K in Q3 2019. 2,278 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

  • New England Investment & Retirement Group reported no remaining McDonald's position as of Q3 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 1,245 McDonald's shares in Q3 2020, an estimated $230K.
  • New England Investment & Retirement Group first reported a position in McDonald's in Q3 2019 and held it in 4 quarters.
  • New England Investment & Retirement Group's McDonald's position peaked at $267K in Q3 2019.
  • 2,278 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on New England Investment & Retirement Group's 13F filing for Q3 2020, filed 26 Oct 2020.