AllSquare Wealth Management’s McKesson MCK Stock Holding History

AllSquare 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
2020 Q4	–	Sell	-99	Closed	-$15K	–	475
2020 Q3	$15K	Hold	99	–	–	0.01%	293
2020 Q2	$15K	Hold	99	–	–	0.01%	288
2020 Q1	$13K	Hold	99	–	–	0.01%	276
2019 Q4	$14K	Hold	99	–	–	0.01%	297
2019 Q3	$14K	Hold	99	–	–	0.01%	296
2019 Q2	$13K	Hold	99	–	–	0.01%	310
2019 Q1	$12K	Hold	99	–	–	0.01%	311
2018 Q4	$11K	Hold	99	–	–	0.01%	299
2018 Q3	$13K	Hold	99	–	–	0.01%	315
2018 Q2	$13K	Buy	+99	New	+$14.5K	0.01%	309

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

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

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

AllSquare Wealth Management's MCK Position: Q4 2020 in Review

AllSquare Wealth Management sold out of McKesson (MCK) in Q4 2020, closing a stake of 99 shares — an estimated $15K sold.

AllSquare Wealth Management first reported a position in MCK in Q2 2018 and held it in 10 quarters. The position peaked at $15K in Q3 2020. 961 funds tracked by Wall St. Rank hold MCK as of Q4 2020.

AllSquare Wealth Management reported no remaining McKesson position as of Q4 2020 after selling out during the quarter.
AllSquare Wealth Management sold 99 McKesson shares in Q4 2020, an estimated $15K.
AllSquare Wealth Management first reported a position in McKesson in Q2 2018 and held it in 10 quarters.
AllSquare Wealth Management's McKesson position peaked at $15K in Q3 2020.
961 funds tracked by Wall St. Rank held McKesson as of Q4 2020.

Based on AllSquare Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.