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Advisory Resource Group’s McKesson MCK Stock Holding History

Advisory Resource Group’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
Q3 		– Sell
-2,515
Closed -$481K – 155
2021
Q2 		$481K Buy
2,515
+99
+4% +$19.1K 0.19% 74
2021
Q1 		$471K Buy
2,416
+37
+2% +$6.75K 0.22% 64
2020
Q4 		$414K Buy
+2,379
New +$396K 0.21% 59

Other funds holding MCK

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Resource Group's MCK Position: Q3 2021 in Review

Advisory Resource Group sold out of McKesson (MCK) in Q3 2021, closing a stake of 2,515 shares — an estimated $481K sold.

Advisory Resource Group first reported a position in MCK in Q4 2020 and held it in 3 quarters. The position peaked at $481K in Q2 2021. 967 funds tracked by Wall St. Rank hold MCK as of Q3 2021.

  • Advisory Resource Group reported no remaining McKesson position as of Q3 2021 after selling out during the quarter.
  • Advisory Resource Group sold 2,515 McKesson shares in Q3 2021, an estimated $481K.
  • Advisory Resource Group first reported a position in McKesson in Q4 2020 and held it in 3 quarters.
  • Advisory Resource Group's McKesson position peaked at $481K in Q2 2021.
  • 967 funds tracked by Wall St. Rank held McKesson as of Q3 2021.

Based on Advisory Resource Group's 13F filing for Q3 2021, filed 26 Oct 2021.