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Bogle Investment Management’s McKesson MCK Stock Holding History

Bogle Investment 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
2020
Q1 		– Sell
-84,685
Closed -$11.7M – 323
2019
Q4 		$11.7M Hold
84,685
– – 1.09% 29
2019
Q3 		$11.6M Buy
84,685
+54,944
+185% +$7.79M 1% 41
2019
Q2 		$4M Buy
+29,741
New +$3.71M 0.31% 104
2017
Q3 		– Sell
-63,900
Closed -$10.5M – 328
2017
Q2 		$10.5M Buy
+63,900
New +$9.69M 0.77% 56
2016
Q1 		– Sell
-57,402
Closed -$11.3M – 430
2015
Q4 		$11.3M Buy
+57,402
New +$10.8M 0.82% 30
2014
Q1 		– Sell
-47,470
Closed -$7.66M – 377
2013
Q4 		$7.66M Buy
+47,470
New +$7.29M 0.65% 59

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

Bogle Investment Management's MCK Position: Q1 2020 in Review

Bogle Investment Management sold out of McKesson (MCK) in Q1 2020, closing a stake of 84,685 shares — an estimated $11.7M sold.

Bogle Investment Management first reported a position in MCK in Q4 2013 and held it in 6 quarters. The position peaked at $11.7M in Q4 2019. 864 funds tracked by Wall St. Rank hold MCK as of Q1 2020.

  • Bogle Investment Management reported no remaining McKesson position as of Q1 2020 after selling out during the quarter.
  • Bogle Investment Management sold 84,685 McKesson shares in Q1 2020, an estimated $11.7M.
  • Bogle Investment Management first reported a position in McKesson in Q4 2013 and held it in 6 quarters.
  • Bogle Investment Management's McKesson position peaked at $11.7M in Q4 2019.
  • 864 funds tracked by Wall St. Rank held McKesson as of Q1 2020.

Based on Bogle Investment Management's 13F filing for Q1 2020, filed 13 May 2020.