AWM
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Altavista Wealth Management’s McKesson MCK Stock Holding History

Altavista 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
Q1 		– Sell
-2,033
Closed -$225K – 155
2018
Q4 		$225K Sell
2,033
-7,990
-80% -$996K 0.09% 138
2018
Q3 		$1.33M Sell
10,023
-6,952
-41% -$907K 0.49% 55
2018
Q2 		$2.26M Buy
16,975
+1,139
+7% +$167K 0.91% 35
2018
Q1 		$2.23M Buy
15,836
+335
+2% +$52.2K 0.94% 33
2017
Q4 		$2.42M Sell
15,501
-2,847
-16% -$422K 1.02% 33
2017
Q3 		$2.82M Sell
18,348
-659
-3% -$103K 1.34% 25
2017
Q2 		$3.13M Buy
19,007
+187
+1% +$28.4K 1.56% 25
2017
Q1 		$2.79M Buy
18,820
+3,297
+21% +$483K 1.4% 27
2016
Q4 		$2.18M Buy
15,523
+627
+4% +$92.2K 1.18% 31
2016
Q3 		$2.48M Buy
14,896
+927
+7% +$173K 1.35% 29
2016
Q2 		$2.61M Buy
13,969
+2,484
+22% +$436K 1.44% 28
2016
Q1 		$1.81M Buy
11,485
+4,520
+65% +$730K 1.02% 35
2015
Q4 		$1.37M Buy
+6,965
New +$1.31M 0.81% 40

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Altavista Wealth Management's MCK Position: Q1 2019 in Review

Altavista Wealth Management sold out of McKesson (MCK) in Q1 2019, closing a stake of 2,033 shares — an estimated $225K sold.

Altavista Wealth Management first reported a position in MCK in Q4 2015 and held it in 13 quarters. The position peaked at $3.13M in Q2 2017. 856 funds tracked by Wall St. Rank hold MCK as of Q1 2019.

  • Altavista Wealth Management reported no remaining McKesson position as of Q1 2019 after selling out during the quarter.
  • Altavista Wealth Management sold 2,033 McKesson shares in Q1 2019, an estimated $225K.
  • Altavista Wealth Management first reported a position in McKesson in Q4 2015 and held it in 13 quarters.
  • Altavista Wealth Management's McKesson position peaked at $3.13M in Q2 2017.
  • 856 funds tracked by Wall St. Rank held McKesson as of Q1 2019.

Based on Altavista Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.