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Ativo Capital Management’s McKesson MCK Stock Holding History

Ativo Capital 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
2022
Q3 		– Sell
-3,707
Closed -$1.21M – 99
2022
Q2 		$1.21M Sell
3,707
-1,900
-34% -$608K 0.81% 44
2022
Q1 		$1.72M Sell
5,607
-1,390
-20% -$378K 0.88% 30
2021
Q4 		$1.74M Hold
6,997
– – 0.77% 48
2021
Q3 		$1.4M Hold
6,997
– – 0.65% 67
2021
Q2 		$1.34M Sell
6,997
-758
-10% -$146K 0.57% 83
2021
Q1 		$1.51M Buy
7,755
+4
+0.1% +$730 0.64% 53
2020
Q4 		$1.35M Buy
7,751
+814
+12% +$136K 0.58% 56
2020
Q3 		$1.03M Sell
6,937
-570
-8% -$86.5K 0.5% 81
2020
Q2 		$1.15M Buy
+7,507
New +$1.08M 0.62% 64

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 $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ativo Capital Management's MCK Position: Q3 2022 in Review

Ativo Capital Management sold out of McKesson (MCK) in Q3 2022, closing a stake of 3,707 shares — an estimated $1.21M sold.

Ativo Capital Management first reported a position in MCK in Q2 2020 and held it in 9 quarters. The position peaked at $1.74M in Q4 2021. 1,195 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

  • Ativo Capital Management reported no remaining McKesson position as of Q3 2022 after selling out during the quarter.
  • Ativo Capital Management sold 3,707 McKesson shares in Q3 2022, an estimated $1.21M.
  • Ativo Capital Management first reported a position in McKesson in Q2 2020 and held it in 9 quarters.
  • Ativo Capital Management's McKesson position peaked at $1.74M in Q4 2021.
  • 1,195 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on Ativo Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.