1834 Investment Advisors’s McKesson MCK Stock Holding History

1834 Investment Advisors’s Portfolio MCK Stock Details MCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-100	Closed	-$17K	–	489
2020 Q4	$17K	Buy	+100	New	+$16.7K	﹤0.01%	334

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

1834 Investment Advisors's MCK Position: Q1 2021 in Review

1834 Investment Advisors sold out of McKesson (MCK) in Q1 2021, closing a stake of 100 shares — an estimated $17K sold.

1834 Investment Advisors first reported a position in MCK in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 970 funds tracked by Wall St. Rank hold MCK as of Q1 2021.

1834 Investment Advisors reported no remaining McKesson position as of Q1 2021 after selling out during the quarter.
1834 Investment Advisors sold 100 McKesson shares in Q1 2021, an estimated $17K.
1834 Investment Advisors first reported a position in McKesson in Q4 2020 and held it in 1 quarter.
1834 Investment Advisors's McKesson position peaked at $17K in Q4 2020.
970 funds tracked by Wall St. Rank held McKesson as of Q1 2021.

Based on 1834 Investment Advisors's 13F filing for Q1 2021, filed 14 May 2021.