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Berman Capital Advisors’s McKesson MCK Stock Holding History

Berman Capital 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
Q3 		$168K Buy
848
+329
+63% +$65.8K 0.03% 302
2021
Q2 		$98K Buy
519
+44
+9% +$8.5K 0.02% 384
2021
Q1 		$92K Buy
475
+164
+53% +$29.9K 0.02% 331
2020
Q4 		$54K Buy
311
+7
+2% +$1.17K 0.01% 392
2020
Q3 		$44K Buy
304
+4
+1% +$607 0.01% 377
2020
Q2 		$44K Sell
300
-28
-9% -$4.04K 0.01% 353
2020
Q1 		$43K Buy
328
+55
+20% +$8.06K 0.01% 318
2019
Q4 		$37K Sell
273
-57
-17% -$8.06K 0.01% 381
2019
Q3 		$44K Buy
330
+41
+14% +$5.82K 0.01% 330
2019
Q2 		$37K Buy
289
+184
+175% +$22.9K 0.01% 362
2019
Q1 		$12K Buy
105
+22
+27% +$2.71K ﹤0.01% 598
2018
Q4 		$8K Buy
+83
New +$10.4K ﹤0.01% 565

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 $315B AUM 27.84% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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

Berman Capital Advisors's MCK Position: Q3 2021 in Review

Berman Capital Advisors increased its McKesson (MCK) stake by 63% in Q3 2021, buying an estimated $65.8K and bringing the position to 848 shares worth $168K. The position accounts for 0.03% of the portfolio, ranked #302.

Berman Capital Advisors first reported a position in MCK in Q4 2018 and has held it in 12 quarters since. 968 funds tracked by Wall St. Rank hold MCK as of Q3 2021.

  • Berman Capital Advisors held 848 shares of McKesson worth $168K as of Q3 2021.
  • Berman Capital Advisors bought 329 McKesson shares in Q3 2021, an estimated $65.8K.
  • McKesson made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #302 holding.
  • Berman Capital Advisors first reported a position in McKesson in Q4 2018 and has held it in 12 quarters since.
  • 968 funds tracked by Wall St. Rank held McKesson as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.