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Stoneridge Investment Partners’s McDonald's MCD Stock Holding History

Stoneridge Investment Partners’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
2022
Q1 		– Sell
-2,516
Closed -$674K – 120
2021
Q4 		$674K Buy
2,516
+1,445
+135% +$365K 0.31% 80
2021
Q3 		$258K Buy
+1,071
New +$256K 0.13% 100
2020
Q1 		– Sell
-2,798
Closed -$553K – 137
2019
Q4 		$553K Buy
+2,798
New +$555K 0.19% 108
2017
Q4 		– Sell
-19,664
Closed -$3.08M – 242
2017
Q3 		$3.08M Buy
+19,664
New +$3.08M 0.48% 81

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stoneridge Investment Partners's MCD Position: Q1 2022 in Review

Stoneridge Investment Partners sold out of McDonald's (MCD) in Q1 2022, closing a stake of 2,516 shares — an estimated $674K sold.

Stoneridge Investment Partners first reported a position in MCD in Q3 2017 and held it in 4 quarters. The position peaked at $3.08M in Q3 2017. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

  • Stoneridge Investment Partners reported no remaining McDonald's position as of Q1 2022 after selling out during the quarter.
  • Stoneridge Investment Partners sold 2,516 McDonald's shares in Q1 2022, an estimated $674K.
  • Stoneridge Investment Partners first reported a position in McDonald's in Q3 2017 and held it in 4 quarters.
  • Stoneridge Investment Partners's McDonald's position peaked at $3.08M in Q3 2017.
  • 2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Stoneridge Investment Partners's 13F filing for Q1 2022, filed 26 Apr 2022.