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Sun Life Financial’s McDonald's MCD Stock Holding History

Sun Life Financial’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
2021
Q2 		– Sell
-441
Closed -$99K – 328
2021
Q1 		$99K Sell
441
-1
-0.2% -$214 0.01% 143
2020
Q4 		$95K Sell
442
-1
-0.2% -$217 0.01% 139
2020
Q3 		$97K Sell
443
-4
-0.9% -$821 0.02% 137
2020
Q2 		$82K Buy
447
+12
+3% +$2.2K 0.02% 131
2020
Q1 		$72K Sell
435
-14
-3% -$2.76K 0.02% 122
2019
Q4 		$89K Sell
449
-172
-28% -$34.1K 0.02% 122
2019
Q3 		$133K Buy
621
+1
+0.2% +$214 0.03% 218
2019
Q2 		$129K Sell
620
-683
-52% -$135K 0.03% 218
2019
Q1 		$247K Sell
1,303
-835
-39% -$152K 0.05% 173
2018
Q4 		$380K Buy
2,138
+9
+0.4% +$1.6K 0.08% 127
2018
Q3 		$356K Hold
2,129
– – 0.06% 161
2018
Q2 		$334K Buy
2,129
+1,562
+275% +$253K 0.05% 165
2018
Q1 		$3.62K Sell
567
-1,178
-68% -$194K 0.03% 164
2017
Q4 		$300K Sell
1,745
-4,214
-71% -$708K 0.03% 127
2017
Q3 		$934K Sell
5,959
-9
-0.2% -$1.41K 0.09% 80
2017
Q2 		$914K Buy
5,968
+5,911
+10,370% +$854K 0.1% 76
2017
Q1 		$442 Buy
57
+3
+6% +$376 ﹤0.01% 186
2016
Q4 		$446 Buy
+54
New +$6.33K 0.01% 131

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

Sun Life Financial's MCD Position: Q2 2021 in Review

Sun Life Financial sold out of McDonald's (MCD) in Q2 2021, closing a stake of 441 shares — an estimated $99K sold.

Sun Life Financial first reported a position in MCD in Q4 2016 and held it in 18 quarters. The position peaked at $934K in Q3 2017. 2,526 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

  • Sun Life Financial reported no remaining McDonald's position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 441 McDonald's shares in Q2 2021, an estimated $99K.
  • Sun Life Financial first reported a position in McDonald's in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's McDonald's position peaked at $934K in Q3 2017.
  • 2,526 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.