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Aspen Investment Management’s McKesson MCK Stock Holding History

Aspen Investment 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
2024
Q3 		– Sell
-395
Closed -$231K – 151
2024
Q2 		$231K Sell
395
-210
-35% -$117K 0.12% 138
2024
Q1 		$325K Sell
605
-30
-5% -$15.2K 0.17% 126
2023
Q4 		$294K Sell
635
-115
-15% -$52.3K 0.16% 119
2023
Q3 		$326K Sell
750
-220
-23% -$92.7K 0.2% 111
2023
Q2 		$414K Buy
+970
New +$373K 0.25% 97

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspen Investment Management's MCK Position: Q3 2024 in Review

Aspen Investment Management sold out of McKesson (MCK) in Q3 2024, closing a stake of 395 shares — an estimated $231K sold.

Aspen Investment Management first reported a position in MCK in Q2 2023 and held it in 5 quarters. The position peaked at $414K in Q2 2023. 1,545 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • Aspen Investment Management reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
  • Aspen Investment Management sold 395 McKesson shares in Q3 2024, an estimated $231K.
  • Aspen Investment Management first reported a position in McKesson in Q2 2023 and held it in 5 quarters.
  • Aspen Investment Management's McKesson position peaked at $414K in Q2 2023.
  • 1,545 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Aspen Investment Management's 13F filing for Q3 2024, filed 8 Nov 2024.