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Bel Air Investment Advisors’s McKesson MCK Stock Holding History

Bel Air Investment 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
2021
Q2 		$299K Sell
1,566
-577
-27% -$111K 0.01% 319
2021
Q1 		$418K Buy
+2,143
New +$391K 0.01% 276
2013
Q3 		$13.1M Sell
101,893
-1,806
-2% -$222K 1.83% 27
2013
Q2 		$11.9M Buy
+103,699
New +$11.5M 1.74% 27

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bel Air Investment Advisors's MCK Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its McKesson (MCK) stake by 27% in Q2 2021, selling an estimated $111K and leaving 1,566 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #319.

Bel Air Investment Advisors first reported a position in MCK in Q2 2013 and has held it in 4 quarters since. The position peaked at $13.1M in Q3 2013. 971 funds tracked by Wall St. Rank hold MCK as of Q2 2021.

  • Bel Air Investment Advisors held 1,566 shares of McKesson worth $299K as of Q2 2021.
  • Bel Air Investment Advisors sold 577 McKesson shares in Q2 2021, an estimated $111K.
  • McKesson made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #319 holding.
  • Bel Air Investment Advisors first reported a position in McKesson in Q2 2013 and has held it in 4 quarters since.
  • Bel Air Investment Advisors's McKesson position peaked at $13.1M in Q3 2013.
  • 971 funds tracked by Wall St. Rank held McKesson as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.