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Aevitas Wealth Management’s McKesson MCK Stock Holding History

Aevitas Wealth 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
Q2 		– Sell
-739
Closed -$86K – 232
2019
Q1 		$86K Buy
739
+250
+51% +$30.9K 0.08% 145
2018
Q4 		$54K Hold
489
– – 0.06% 176
2018
Q3 		$65K Hold
489
– – 0.06% 173
2018
Q2 		$65K Buy
489
+27
+6% +$3.95K 0.06% 168
2018
Q1 		$65K Hold
462
– – 0.06% 162
2017
Q4 		$72K Buy
+462
New +$68.4K 0.07% 161

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Aevitas Wealth Management's MCK Position: Q2 2019 in Review

Aevitas Wealth Management sold out of McKesson (MCK) in Q2 2019, closing a stake of 739 shares — an estimated $86K sold.

Aevitas Wealth Management first reported a position in MCK in Q4 2017 and held it in 6 quarters. The position peaked at $86K in Q1 2019. 841 funds tracked by Wall St. Rank hold MCK as of Q2 2019.

  • Aevitas Wealth Management reported no remaining McKesson position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 739 McKesson shares in Q2 2019, an estimated $86K.
  • Aevitas Wealth Management first reported a position in McKesson in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's McKesson position peaked at $86K in Q1 2019.
  • 841 funds tracked by Wall St. Rank held McKesson as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.