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Rampart Investment Management’s McDonald's MCD Stock Holding History

Rampart Investment Management’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
Q4 		– Sell
-7,971
Closed -$1.75M – 229
2020
Q3 		$1.75M Sell
7,971
-16,473
-67% -$3.38M 1.11% 17
2020
Q2 		$4.51M Buy
24,444
+17,973
+278% +$3.3M 0.76% 19
2020
Q1 		$1.07M Sell
6,471
-24,767
-79% -$4.88M 0.51% 45
2019
Q4 		$6.17M Buy
31,238
+2,211
+8% +$439K 0.75% 18
2019
Q3 		$6.23M Sell
29,027
-2,686
-8% -$576K 0.77% 18
2019
Q2 		$6.59M Sell
31,713
-6,549
-17% -$1.3M 0.78% 16
2019
Q1 		$7.27M Buy
38,262
+13,324
+53% +$2.42M 0.83% 15
2018
Q4 		$4.43M Sell
24,938
-19,644
-44% -$3.48M 1.23% 16
2018
Q3 		$1.46M Sell
44,582
-1,915
-4% -$307K 0.64% 36
2018
Q2 		$7.29M Sell
46,497
-3,188
-6% -$517K 0.71% 31
2018
Q1 		$7.77M Buy
49,685
+38,696
+352% +$6.37M 0.74% 30
2017
Q4 		$1.89M Buy
10,989
+963
+10% +$162K 0.73% 31
2017
Q3 		$1.57M Sell
10,026
-595
-6% -$93.3K 0.53% 40
2017
Q2 		$1.63M Buy
10,621
+8,334
+364% +$1.2M 0.59% 36
2017
Q1 		$296K Buy
+2,287
New +$287K 0.11% 49

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rampart Investment Management's MCD Position: Q4 2020 in Review

Rampart Investment Management sold out of McDonald's (MCD) in Q4 2020, closing a stake of 7,971 shares — an estimated $1.75M sold.

Rampart Investment Management first reported a position in MCD in Q1 2017 and held it in 15 quarters. The position peaked at $7.77M in Q1 2018. 2,463 funds tracked by Wall St. Rank hold MCD as of Q4 2020.

  • Rampart Investment Management reported no remaining McDonald's position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 7,971 McDonald's shares in Q4 2020, an estimated $1.75M.
  • Rampart Investment Management first reported a position in McDonald's in Q1 2017 and held it in 15 quarters.
  • Rampart Investment Management's McDonald's position peaked at $7.77M in Q1 2018.
  • 2,463 funds tracked by Wall St. Rank held McDonald's as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.