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Beacon Harbor Wealth Advisors’s McKesson MCK Stock Holding History

Beacon Harbor Wealth Advisors’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
2020
Q1 		– Sell
-15,318
Closed -$2.12M – 54
2019
Q4 		$2.12M Buy
15,318
+221
+1% +$31.2K 1.25% 38
2019
Q3 		$2.09M Buy
+15,097
New +$2.14M 1.33% 31

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Harbor Wealth Advisors's MCK Position: Q1 2020 in Review

Beacon Harbor Wealth Advisors sold out of McKesson (MCK) in Q1 2020, closing a stake of 15,318 shares — an estimated $2.12M sold.

Beacon Harbor Wealth Advisors first reported a position in MCK in Q3 2019 and held it in 2 quarters. The position peaked at $2.12M in Q4 2019. 864 funds tracked by Wall St. Rank hold MCK as of Q1 2020.

  • Beacon Harbor Wealth Advisors reported no remaining McKesson position as of Q1 2020 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 15,318 McKesson shares in Q1 2020, an estimated $2.12M.
  • Beacon Harbor Wealth Advisors first reported a position in McKesson in Q3 2019 and held it in 2 quarters.
  • Beacon Harbor Wealth Advisors's McKesson position peaked at $2.12M in Q4 2019.
  • 864 funds tracked by Wall St. Rank held McKesson as of Q1 2020.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2020, filed 27 Apr 2020.