VNB
MCD icon

Valley National Bancorp’s McDonald's MCD Stock Holding History

Valley National Bancorp’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
2014
Q4 		$103K Hold
1,100
– – 0.13% 88
2014
Q3 		$104K Hold
1,100
– – 0.12% 89
2014
Q2 		$111K Sell
1,100
-300
-21% -$30.3K 0.13% 85
2014
Q1 		$137K Hold
1,400
– – 0.18% 73
2013
Q4 		$136K Buy
+1,400
New +$135K 0.13% 88

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Valley National Bancorp's MCD Position: Q4 2014 in Review

Valley National Bancorp held its McDonald's (MCD) position steady in Q4 2014 at 1,100 shares worth $103K. The position accounts for 0.13% of the portfolio, ranked #88.

Valley National Bancorp first reported a position in MCD in Q4 2013 and has held it in 5 quarters since. The position peaked at $137K in Q1 2014. 1,554 funds tracked by Wall St. Rank hold MCD as of Q4 2014.

  • Valley National Bancorp held 1,100 shares of McDonald's worth $103K as of Q4 2014.
  • Valley National Bancorp left its McDonald's share count unchanged in Q4 2014.
  • McDonald's made up 0.13% of Valley National Bancorp's portfolio in Q4 2014, its #88 holding.
  • Valley National Bancorp first reported a position in McDonald's in Q4 2013 and has held it in 5 quarters since.
  • Valley National Bancorp's McDonald's position peaked at $137K in Q1 2014.
  • 1,554 funds tracked by Wall St. Rank held McDonald's as of Q4 2014.

Based on Valley National Bancorp's 13F filing for Q4 2014, filed 9 Feb 2015.