Polar Capital’s McDonald's MCD Stock Holding History

Polar Capital’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
2014 Q3	–	Sell	-274,917	Closed	-$27.7M	–	280
2014 Q2	$27.7M	Sell	274,917 -7,186	-3%	-$725K	0.59%	51
2014 Q1	$27.7M	Buy	282,103 +43,918	+18%	+$4.2M	0.63%	42
2013 Q4	$23.1M	Sell	238,185 -13,296	-5%	-$1.28M	0.55%	55
2013 Q3	$24.2K	Sell	251,481 -2,250	-0.9%	-$220K	0.65%	39
2013 Q2	$25.1M	Buy	+253,731	New	+$25.4M	0.87%	18

Other funds holding MCD

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Polar Capital's MCD Position: Q3 2014 in Review

Polar Capital sold out of McDonald's (MCD) in Q3 2014, closing a stake of 274,917 shares — an estimated $27.7M sold.

Polar Capital first reported a position in MCD in Q2 2013 and held it in 5 quarters. The position peaked at $27.7M in Q2 2014. 1,481 funds tracked by Wall St. Rank hold MCD as of Q3 2014.

Polar Capital reported no remaining McDonald's position as of Q3 2014 after selling out during the quarter.
Polar Capital sold 274,917 McDonald's shares in Q3 2014, an estimated $27.7M.
Polar Capital first reported a position in McDonald's in Q2 2013 and held it in 5 quarters.
Polar Capital's McDonald's position peaked at $27.7M in Q2 2014.
1,481 funds tracked by Wall St. Rank held McDonald's as of Q3 2014.

Based on Polar Capital's 13F filing for Q3 2014, filed 13 Nov 2014.