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Balter Liquid Alternatives’s McKesson MCK Stock Holding History

Balter Liquid Alternatives’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 		$3.27M Buy
24,360
+2,593
+12% +$323K 1.6% 13
2019
Q1 		$2.55M Buy
21,767
+9,261
+74% +$1.14M 1.41% 13
2018
Q4 		$1.38M Buy
12,506
+1,403
+13% +$175K 0.96% 24
2018
Q3 		$1.47M Buy
11,103
+364
+3% +$47.5K 1.2% 13
2018
Q2 		$1.45M Buy
10,739
+3,883
+57% +$568K 1.13% 14
2018
Q1 		$966K Buy
+6,856
New +$1.07M 0.92% 24

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

Balter Liquid Alternatives's MCK Position: Q2 2019 in Review

Balter Liquid Alternatives increased its McKesson (MCK) stake by 12% in Q2 2019, buying an estimated $323K and bringing the position to 24,360 shares worth $3.27M. The position accounts for 1.6% of the portfolio, ranked #13.

Balter Liquid Alternatives first reported a position in MCK in Q1 2018 and has held it in 6 quarters since. 841 funds tracked by Wall St. Rank hold MCK as of Q2 2019.

  • Balter Liquid Alternatives held 24,360 shares of McKesson worth $3.27M as of Q2 2019.
  • Balter Liquid Alternatives bought 2,593 McKesson shares in Q2 2019, an estimated $323K.
  • McKesson made up 1.6% of Balter Liquid Alternatives's portfolio in Q2 2019, its #13 holding.
  • Balter Liquid Alternatives first reported a position in McKesson in Q1 2018 and has held it in 6 quarters since.
  • 841 funds tracked by Wall St. Rank held McKesson as of Q2 2019.

Based on Balter Liquid Alternatives's 13F filing for Q2 2019, filed 31 Jul 2019.