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Altshuler Shaham’s McKesson MCK Stock Holding History

Altshuler Shaham’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
2023
Q3 		– Sell
-95
Closed -$40.6K – 325
2023
Q2 		$40.6K Buy
+95
New +$36.5K ﹤0.01% 176
2023
Q1 		– Sell
-334
Closed -$125K – 435
2022
Q4 		$125K Sell
334
-115
-26% -$42.9K 0.01% 113
2022
Q3 		$154K Sell
449
-120
-21% -$41.7K ﹤0.01% 133
2022
Q2 		$186K Sell
569
-194
-25% -$62.1K ﹤0.01% 134
2022
Q1 		$234K Buy
763
+550
+258% +$150K ﹤0.01% 201
2021
Q4 		$53K Buy
+213
New +$46.8K ﹤0.01% 399
2020
Q2 		– Sell
-6
Closed -$1K – 479
2020
Q1 		$1K Hold
6
– – ﹤0.01% 410
2019
Q4 		$1K Sell
6
-62
-91% -$8.76K ﹤0.01% 454
2019
Q3 		$9K Buy
+68
New +$9.64K ﹤0.01% 302

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Altshuler Shaham's MCK Position: Q3 2023 in Review

Altshuler Shaham sold out of McKesson (MCK) in Q3 2023, closing a stake of 95 shares — an estimated $40.6K sold.

Altshuler Shaham first reported a position in MCK in Q3 2019 and held it in 9 quarters. The position peaked at $234K in Q1 2022. 1,347 funds tracked by Wall St. Rank hold MCK as of Q3 2023.

  • Altshuler Shaham reported no remaining McKesson position as of Q3 2023 after selling out during the quarter.
  • Altshuler Shaham sold 95 McKesson shares in Q3 2023, an estimated $40.6K.
  • Altshuler Shaham first reported a position in McKesson in Q3 2019 and held it in 9 quarters.
  • Altshuler Shaham's McKesson position peaked at $234K in Q1 2022.
  • 1,347 funds tracked by Wall St. Rank held McKesson as of Q3 2023.

Based on Altshuler Shaham's 13F filing for Q3 2023, filed 13 Nov 2023.