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Ocean Endowment Partners’s McDonald's MCD Stock Holding History

Ocean Endowment Partners’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
Q2 		– Sell
-1,720
Closed -$284K – 20
2020
Q1 		$284K Sell
1,720
-1,350
-44% -$266K 0.39% 22
2019
Q4 		$607K Buy
+3,070
New +$609K 0.57% 25

Other funds holding MCD

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ocean Endowment Partners's MCD Position: Q2 2020 in Review

Ocean Endowment Partners sold out of McDonald's (MCD) in Q2 2020, closing a stake of 1,720 shares — an estimated $284K sold.

Ocean Endowment Partners first reported a position in MCD in Q4 2019 and held it in 2 quarters. The position peaked at $607K in Q4 2019. 2,213 funds tracked by Wall St. Rank hold MCD as of Q2 2020.

  • Ocean Endowment Partners reported no remaining McDonald's position as of Q2 2020 after selling out during the quarter.
  • Ocean Endowment Partners sold 1,720 McDonald's shares in Q2 2020, an estimated $284K.
  • Ocean Endowment Partners first reported a position in McDonald's in Q4 2019 and held it in 2 quarters.
  • Ocean Endowment Partners's McDonald's position peaked at $607K in Q4 2019.
  • 2,213 funds tracked by Wall St. Rank held McDonald's as of Q2 2020.

Based on Ocean Endowment Partners's 13F filing for Q2 2020, filed 4 Aug 2020.