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Provident Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Provident Wealth Management’s Portfolio MKC Stock Details MKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-140
Closed -$14K – 180
2020
Q3 		$14K Buy
+140
New +$13.7K 0.02% 134

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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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Provident Wealth Management's MKC Position: Q4 2020 in Review

Provident Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q4 2020, closing a stake of 140 shares — an estimated $14K sold.

Provident Wealth Management first reported a position in MKC in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 959 funds tracked by Wall St. Rank hold MKC as of Q4 2020.

  • Provident Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 140 McCormick & Company Non-Voting shares in Q4 2020, an estimated $14K.
  • Provident Wealth Management first reported a position in McCormick & Company Non-Voting in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's McCormick & Company Non-Voting position peaked at $14K in Q3 2020.
  • 959 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.