Advantage Investment Management’s McKesson MCK Stock Holding History

Advantage Investment Management’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
2019 Q3	$30K	Buy	222 +19	+9%	+$2.69K	0.02%	442
2019 Q2	$27K	Sell	203 -11	-5%	-$1.37K	0.02%	464
2019 Q1	$25K	Buy	214 +12	+6%	+$1.48K	0.02%	478
2018 Q4	$22K	Hold	202	–	–	0.02%	496
2018 Q3	$27K	Buy	202 +122	+153%	+$15.9K	0.02%	521
2018 Q2	$11K	Hold	80	–	–	0.01%	632
2018 Q1	$11K	Buy	+80	New	+$12.5K	﹤0.01%	662
2015 Q3	–	Sell	-366	Closed	-$82K	–	872
2015 Q2	$82K	Buy	366 +24	+7%	+$5.55K	0.04%	274
2015 Q1	$77K	Hold	342	–	–	0.04%	277
2014 Q4	$71K	Buy	+342	New	+$69.5K	0.05%	259

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

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

Advantage Investment Management's MCK Position: Q3 2019 in Review

Advantage Investment Management increased its McKesson (MCK) stake by 9.4% in Q3 2019, buying an estimated $2.69K and bringing the position to 222 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #442.

Advantage Investment Management first reported a position in MCK in Q4 2014 and has held it in 10 quarters since. The position peaked at $82K in Q2 2015. 838 funds tracked by Wall St. Rank hold MCK as of Q3 2019.

Advantage Investment Management held 222 shares of McKesson worth $30K as of Q3 2019.
Advantage Investment Management bought 19 McKesson shares in Q3 2019, an estimated $2.69K.
McKesson made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #442 holding.
Advantage Investment Management first reported a position in McKesson in Q4 2014 and has held it in 10 quarters since.
Advantage Investment Management's McKesson position peaked at $82K in Q2 2015.
838 funds tracked by Wall St. Rank held McKesson as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.