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Ameritas Investment Company’s McKesson MCK Stock Holding History

Ameritas Investment Company’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
2021
Q3 		$783K Buy
3,929
+2,403
+157% +$480K 0.04% 316
2021
Q2 		$770K Sell
1,526
-27
-2% -$5.21K 0.04% 334
2021
Q1 		$303K Sell
1,553
-134
-8% -$24.5K 0.03% 460
2020
Q4 		$293K Sell
1,687
-310
-16% -$51.6K 0.06% 313
2020
Q3 		$306K Hold
1,997
– – 0.1% 227
2020
Q2 		$306K Sell
1,997
-1,420
-42% -$205K 0.09% 233
2020
Q1 		$452K Buy
3,417
+1,071
+46% +$157K 0.07% 202
2019
Q4 		$324K Sell
2,346
-1,279
-35% -$181K 0.07% 246
2019
Q3 		$496K Buy
+3,625
New +$514K 0.1% 183
2019
Q2 		– Sell
-4,360
Closed -$511K – 590
2019
Q1 		$511K Buy
4,360
+112
+3% +$13.8K 0.09% 170
2018
Q4 		$469K Buy
+4,248
New +$530K 0.1% 170

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameritas Investment Company's MCK Position: Q3 2021 in Review

Ameritas Investment Company increased its McKesson (MCK) stake by 157% in Q3 2021, buying an estimated $480K and bringing the position to 3,929 shares worth $783K. The position accounts for 0.04% of the portfolio, ranked #316.

Ameritas Investment Company first reported a position in MCK in Q4 2018 and has held it in 11 quarters since. 968 funds tracked by Wall St. Rank hold MCK as of Q3 2021.

  • Ameritas Investment Company held 3,929 shares of McKesson worth $783K as of Q3 2021.
  • Ameritas Investment Company bought 2,403 McKesson shares in Q3 2021, an estimated $480K.
  • McKesson made up 0.04% of Ameritas Investment Company's portfolio in Q3 2021, its #316 holding.
  • Ameritas Investment Company first reported a position in McKesson in Q4 2018 and has held it in 11 quarters since.
  • 968 funds tracked by Wall St. Rank held McKesson as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.