Partnervest Advisory Services’s McDonald's MCD Stock Holding History

Partnervest Advisory Services’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	$1.33M	Buy	6,084 +1,293	+27%	+$265K	0.42%	49
2020 Q2	$884K	Buy	4,791 +2,698	+129%	+$495K	0.33%	63
2020 Q1	$346K	Buy	2,093 +405	+24%	+$79.8K	0.16%	114
2019 Q4	$334K	Sell	1,688 -235	-12%	-$46.6K	0.12%	127
2019 Q3	$413K	Buy	1,923 +245	+15%	+$52.5K	0.15%	121
2019 Q2	$349K	Buy	1,678 +1	+0.1%	+$198	0.14%	127
2019 Q1	$318K	Buy	1,677 +57	+4%	+$10.3K	0.13%	142
2018 Q4	$288K	Buy	1,620 +321	+25%	+$56.9K	0.14%	143
2018 Q3	$217K	Buy	+1,299	New	+$208K	0.09%	194
2015 Q1	–	Sell	-3,334	Closed	-$312K	–	178
2014 Q4	$312K	Sell	3,334 -588	-15%	-$55K	0.15%	111
2014 Q3	$372K	Buy	3,922 +210	+6%	+$20K	0.19%	90
2014 Q2	$374K	Sell	3,712 -71	-2%	-$7.17K	0.17%	94
2014 Q1	$371K	Sell	3,783 -1,058	-22%	-$101K	0.17%	93
2013 Q4	$470K	Buy	4,841 +1,678	+53%	+$161K	0.22%	72
2013 Q3	$304K	Buy	3,163 +389	+14%	+$38K	0.16%	84
2013 Q2	$275K	Buy	+2,774	New	+$278K	0.13%	76

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Partnervest Advisory Services's MCD Position: Q3 2020 in Review

Partnervest Advisory Services increased its McDonald's (MCD) stake by 27% in Q3 2020, buying an estimated $265K and bringing the position to 6,084 shares worth $1.33M. The position accounts for 0.42% of the portfolio, ranked #49.

Partnervest Advisory Services first reported a position in MCD in Q2 2013 and has held it in 16 quarters since. 2,278 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

Partnervest Advisory Services held 6,084 shares of McDonald's worth $1.33M as of Q3 2020.
Partnervest Advisory Services bought 1,293 McDonald's shares in Q3 2020, an estimated $265K.
McDonald's made up 0.42% of Partnervest Advisory Services's portfolio in Q3 2020, its #49 holding.
Partnervest Advisory Services first reported a position in McDonald's in Q2 2013 and has held it in 16 quarters since.
2,278 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.