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ShoreHaven Wealth Partners’s McCormick & Company Non-Voting MKC Stock Holding History

ShoreHaven Wealth Partners’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
2021
Q2 		– Sell
-232
Closed -$21K – 177
2021
Q1 		$21K Buy
232
+1
+0.4% +$89 0.01% 169
2020
Q4 		$22K Buy
+231
New +$21.8K 0.01% 150

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

ShoreHaven Wealth Partners's MKC Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of McCormick & Company Non-Voting (MKC) in Q2 2021, closing a stake of 232 shares — an estimated $21K sold.

ShoreHaven Wealth Partners first reported a position in MKC in Q4 2020 and held it in 2 quarters. The position peaked at $22K in Q4 2020. 947 funds tracked by Wall St. Rank hold MKC as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining McCormick & Company Non-Voting position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 232 McCormick & Company Non-Voting shares in Q2 2021, an estimated $21K.
  • ShoreHaven Wealth Partners first reported a position in McCormick & Company Non-Voting in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's McCormick & Company Non-Voting position peaked at $22K in Q4 2020.
  • 947 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.