AIM
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Assured Investment Management’s McKesson MCK Stock Holding History

Assured 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
2019
Q2 		– Sell
-5,009
Closed -$586K – 512
2019
Q1 		$586K Sell
5,009
-30,978
-86% -$3.82M 0.01% 537
2018
Q4 		$3.98M Sell
35,987
-32,656
-48% -$4.07M 0.11% 233
2018
Q3 		$9.11M Sell
68,643
-6,090
-8% -$794K 0.17% 115
2018
Q2 		$9.97M Buy
74,733
+44,487
+147% +$6.51M 0.19% 98
2018
Q1 		$4.26M Buy
+30,246
New +$4.71M 0.1% 250
2017
Q4 		– Sell
-8,246
Closed -$1.27M – 604
2017
Q3 		$1.27M Buy
8,246
+2,222
+37% +$347K 0.03% 404
2017
Q2 		$991K Buy
6,024
+5,808
+2,689% +$881K 0.02% 393
2017
Q1 		$32K Sell
216
-9,487
-98% -$1.39M ﹤0.01% 584
2016
Q4 		$1.36M Sell
9,703
-3,761
-28% -$553K 0.03% 256
2016
Q3 		$2.25M Sell
13,464
-80,690
-86% -$15M 0.05% 164
2016
Q2 		$17.6M Buy
94,154
+94,040
+82,491% +$16.5M 0.41% 61
2016
Q1 		$18K Sell
114
-1,752
-94% -$283K ﹤0.01% 584
2015
Q4 		$368K Sell
1,866
-7,170
-79% -$1.35M 0.01% 367
2015
Q3 		$1.67M Buy
9,036
+4,182
+86% +$886K 0.03% 172
2015
Q2 		$1.09M Buy
4,854
+3,723
+329% +$861K 0.02% 222
2015
Q1 		$256K Buy
+1,131
New +$251K ﹤0.01% 385

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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Assured Investment Management's MCK Position: Q2 2019 in Review

Assured Investment Management sold out of McKesson (MCK) in Q2 2019, closing a stake of 5,009 shares — an estimated $586K sold.

Assured Investment Management first reported a position in MCK in Q1 2015 and held it in 16 quarters. The position peaked at $17.6M in Q2 2016. 841 funds tracked by Wall St. Rank hold MCK as of Q2 2019.

  • Assured Investment Management reported no remaining McKesson position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 5,009 McKesson shares in Q2 2019, an estimated $586K.
  • Assured Investment Management first reported a position in McKesson in Q1 2015 and held it in 16 quarters.
  • Assured Investment Management's McKesson position peaked at $17.6M in Q2 2016.
  • 841 funds tracked by Wall St. Rank held McKesson as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.