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Arbor Wealth Management’s McKesson MCK Stock Holding History

Arbor 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
Q3 		– Sell
-30
Closed -$4K – 137
2019
Q2 		$4K Sell
30
-11,602
-100% -$1.45M ﹤0.01% 182
2019
Q1 		$1.36M Sell
11,632
-285
-2% -$35.2K 0.82% 36
2018
Q4 		$1.32M Sell
11,917
-677
-5% -$84.4K 1.16% 27
2018
Q3 		$1.67M Sell
12,594
-101
-0.8% -$13.2K 1.31% 32
2018
Q2 		$1.6M Buy
+12,695
New +$1.86M 1.25% 34

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Arbor Wealth Management's MCK Position: Q3 2019 in Review

Arbor Wealth Management sold out of McKesson (MCK) in Q3 2019, closing a stake of 30 shares — an estimated $4K sold.

Arbor Wealth Management first reported a position in MCK in Q2 2018 and held it in 5 quarters. The position peaked at $1.67M in Q3 2018. 839 funds tracked by Wall St. Rank hold MCK as of Q3 2019.

  • Arbor Wealth Management reported no remaining McKesson position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 30 McKesson shares in Q3 2019, an estimated $4K.
  • Arbor Wealth Management first reported a position in McKesson in Q2 2018 and held it in 5 quarters.
  • Arbor Wealth Management's McKesson position peaked at $1.67M in Q3 2018.
  • 839 funds tracked by Wall St. Rank held McKesson as of Q3 2019.

Based on Arbor Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.