Acima Private Wealth’s McKesson MCK Stock Holding History

Acima Private Wealth’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
2024 Q1	–	Sell	-130	Closed	-$66K	–	218
2023 Q4	$60.2K	Hold	130	–	–	0.02%	156
2023 Q3	$56.5K	Hold	130	–	–	0.03%	161
2023 Q2	$55.5K	Hold	130	–	–	0.03%	166
2023 Q1	$46.3K	Buy	130 +15	+13%	+$5.42K	0.02%	170
2022 Q4	$43.1K	Hold	115	–	–	0.02%	161
2022 Q3	$39.1K	Hold	115	–	–	0.02%	162
2022 Q2	$37.5K	Hold	115	–	–	0.02%	169
2022 Q1	$35K	Hold	115	–	–	0.02%	182
2021 Q4	$29K	Hold	115	–	–	0.01%	186
2021 Q3	$23K	Hold	115	–	–	0.01%	185
2021 Q2	$22K	Hold	115	–	–	0.01%	184
2021 Q1	$22K	Hold	115	–	–	0.01%	183
2020 Q4	$20K	Hold	115	–	–	0.01%	185
2020 Q3	$17K	Hold	115	–	–	0.01%	186
2020 Q2	$18K	Hold	115	–	–	0.01%	201
2020 Q1	$16K	Hold	115	–	–	0.01%	207
2019 Q4	$16K	Hold	115	–	–	0.01%	231
2019 Q3	$15K	Hold	115	–	–	0.01%	224
2019 Q2	$15K	Hold	115	–	–	0.01%	205
2019 Q1	$13K	Sell	115 -17	-13%	-$2.1K	0.01%	206
2018 Q4	$15K	Buy	+132	New	+$16.5K	0.01%	202

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Acima Private Wealth's MCK Position: Q1 2024 in Review

Acima Private Wealth sold out of McKesson (MCK) in Q1 2024, closing a stake of 130 shares — an estimated $66K sold.

Acima Private Wealth first reported a position in MCK in Q4 2018 and held it in 21 quarters. The position peaked at $60.2K in Q4 2023. 1,563 funds tracked by Wall St. Rank hold MCK as of Q1 2024.

Acima Private Wealth reported no remaining McKesson position as of Q1 2024 after selling out during the quarter.
Acima Private Wealth sold 130 McKesson shares in Q1 2024, an estimated $66K.
Acima Private Wealth first reported a position in McKesson in Q4 2018 and held it in 21 quarters.
Acima Private Wealth's McKesson position peaked at $60.2K in Q4 2023.
1,563 funds tracked by Wall St. Rank held McKesson as of Q1 2024.

Based on Acima Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.