Arden Trust’s McKesson MCK Stock Holding History

Arden Trust’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
2024 Q2	$253K	Sell	434 -58	-12%	-$32.3K	0.04%	203
2024 Q1	$264K	Hold	492	–	–	0.04%	212
2023 Q4	$228K	Sell	492 -3	-0.6%	-$1.36K	0.03%	226
2023 Q3	$215K	Sell	495 -71	-13%	-$29.9K	0.04%	224
2023 Q2	$242K	Buy	566 +1	+0.2%	+$384	0.04%	219
2023 Q1	$201K	Buy	+565	New	+$204K	0.04%	275
2020 Q2	–	Sell	-50	Closed	-$7K	–	584
2020 Q1	$7K	Buy	+50	New	+$7.32K	﹤0.01%	621
2016 Q3	–	Sell	-9,235	Closed	-$1.72K	–	441
2016 Q2	$1.72K	Buy	9,235 +2,207	+31%	+$387K	0.13%	164
2016 Q1	$1.1M	Sell	7,028 -1,177	-14%	-$190K	0.09%	230
2015 Q4	$1.62M	Buy	8,205 +859	+12%	+$162K	0.14%	161
2015 Q3	$1.36M	Buy	7,346 +3,329	+83%	+$706K	0.11%	201
2015 Q2	$903	Sell	4,017 -250	-6%	-$57.8K	0.14%	190
2015 Q1	$965	Buy	+4,267	New	+$946K	0.14%	185

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Arden Trust's MCK Position: Q2 2024 in Review

Arden Trust reduced its McKesson (MCK) stake by 12% in Q2 2024, selling an estimated $32.3K and leaving 434 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #203.

Arden Trust first reported a position in MCK in Q1 2015 and has held it in 13 quarters since. The position peaked at $1.62M in Q4 2015. 1,630 funds tracked by Wall St. Rank hold MCK as of Q2 2024.

Arden Trust held 434 shares of McKesson worth $253K as of Q2 2024.
Arden Trust sold 58 McKesson shares in Q2 2024, an estimated $32.3K.
McKesson made up 0.04% of Arden Trust's portfolio in Q2 2024, its #203 holding.
Arden Trust first reported a position in McKesson in Q1 2015 and has held it in 13 quarters since.
Arden Trust's McKesson position peaked at $1.62M in Q4 2015.
1,630 funds tracked by Wall St. Rank held McKesson as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.