Alera Investment Advisors’s McKesson MCK Stock Holding History

Alera 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
2024 Q3	$551K	Sell	1,114 -163	-13%	-$90.8K	0.06%	127
2024 Q2	$746K	Sell	1,277 -683	-35%	-$380K	0.09%	93
2024 Q1	$1.05M	Buy	1,960 +5	+0.3%	+$2.54K	0.14%	58
2023 Q4	$905K	Sell	1,955 -25	-1%	-$11.4K	0.12%	66
2023 Q3	$861K	Sell	1,980 -2	-0.1%	-$843	0.14%	64
2023 Q2	$847K	Sell	1,982 -208	-9%	-$79.9K	0.18%	67
2023 Q1	$780K	Buy	2,190 +5	+0.2%	+$1.81K	0.18%	68
2022 Q4	$820K	Sell	2,185 -24	-1%	-$8.95K	0.19%	59
2022 Q3	$750K	Buy	2,209 +1,348	+157%	+$468K	0.21%	61
2022 Q2	$281K	Buy	861 +9	+1%	+$2.88K	0.08%	149
2022 Q1	$261K	Buy	+852	New	+$232K	0.06%	156
2019 Q2	–	Sell	-856	Closed	-$100K	–	618
2019 Q1	$100K	Sell	856 -13	-1%	-$1.6K	0.05%	107
2018 Q4	$96K	Buy	+869	New	+$108K	0.06%	121

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Alera Investment Advisors's MCK Position: Q3 2024 in Review

Alera Investment Advisors reduced its McKesson (MCK) stake by 13% in Q3 2024, selling an estimated $90.8K and leaving 1,114 shares worth $551K. The position accounts for 0.06% of the portfolio, ranked #127.

Alera Investment Advisors first reported a position in MCK in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.05M in Q1 2024. 1,545 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

Alera Investment Advisors held 1,114 shares of McKesson worth $551K as of Q3 2024.
Alera Investment Advisors sold 163 McKesson shares in Q3 2024, an estimated $90.8K.
McKesson made up 0.06% of Alera Investment Advisors's portfolio in Q3 2024, its #127 holding.
Alera Investment Advisors first reported a position in McKesson in Q4 2018 and has held it in 13 quarters since.
Alera Investment Advisors's McKesson position peaked at $1.05M in Q1 2024.
1,545 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.