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Bell Asset Management’s McKesson MCK Stock Holding History

Bell Asset 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
Q3 		– Sell
-60,495
Closed -$8.13M – 68
2019
Q2 		$8.13M Buy
60,495
+144
+0.2% +$18K 1.32% 45
2019
Q1 		$7.07M Buy
60,351
+2,678
+5% +$331K 1.21% 53
2018
Q4 		$6.37M Buy
57,673
+7,050
+14% +$879K 1.34% 44
2018
Q3 		$6.71M Buy
50,623
+2,991
+6% +$390K 1.4% 36
2018
Q2 		$6.37M Buy
47,632
+421
+0.9% +$61.6K 1.54% 30
2018
Q1 		$8.67M Buy
47,211
+5,374
+13% +$837K 1.74% 24
2017
Q4 		$6.52M Buy
+41,837
New +$6.2M 1.56% 29

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bell Asset Management's MCK Position: Q3 2019 in Review

Bell Asset Management sold out of McKesson (MCK) in Q3 2019, closing a stake of 60,495 shares — an estimated $8.13M sold.

Bell Asset Management first reported a position in MCK in Q4 2017 and held it in 7 quarters. The position peaked at $8.67M in Q1 2018. 838 funds tracked by Wall St. Rank hold MCK as of Q3 2019.

  • Bell Asset Management reported no remaining McKesson position as of Q3 2019 after selling out during the quarter.
  • Bell Asset Management sold 60,495 McKesson shares in Q3 2019, an estimated $8.13M.
  • Bell Asset Management first reported a position in McKesson in Q4 2017 and held it in 7 quarters.
  • Bell Asset Management's McKesson position peaked at $8.67M in Q1 2018.
  • 838 funds tracked by Wall St. Rank held McKesson as of Q3 2019.

Based on Bell Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.