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Cerity Partners OCIO’s McKesson MCK Stock Holding History

Cerity Partners OCIO’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
2022
Q4 		$228K Buy
+608
New +$227K 0.01% 391
2022
Q1 		– Sell
-4,627
Closed -$1.15M – 440
2021
Q4 		$1.15M Buy
4,627
+157
+4% +$34.5K 0.03% 201
2021
Q3 		$891K Sell
4,470
-51
-1% -$10.2K 0.03% 227
2021
Q2 		$865K Buy
4,521
+39
+0.9% +$7.53K 0.03% 230
2021
Q1 		$874K Sell
4,482
-854
-16% -$156K 0.03% 200
2020
Q4 		$928K Buy
5,336
+62
+1% +$10.3K 0.04% 180
2020
Q3 		$785K Sell
5,274
-246
-4% -$37.4K 0.04% 180
2020
Q2 		$847K Sell
5,520
-130
-2% -$18.8K 0.04% 173
2020
Q1 		$764K Sell
5,650
-1,303
-19% -$191K 0.04% 155
2019
Q4 		$1.09M Sell
6,953
-3,483
-33% -$492K 0.05% 138
2019
Q3 		$1.43M Buy
10,436
+2,385
+30% +$338K 0.07% 119
2019
Q2 		$1.08M Buy
8,051
+200
+3% +$24.9K 0.06% 129
2019
Q1 		$919K Buy
7,851
+1,188
+18% +$147K 0.05% 139
2018
Q4 		$736K Buy
6,663
+266
+4% +$33.2K 0.05% 158
2018
Q3 		$849K Buy
6,397
+668
+12% +$87.1K 0.05% 145
2018
Q2 		$764K Sell
5,729
-71
-1% -$10.4K 0.05% 138
2018
Q1 		$817K Buy
+5,800
New +$904K 0.05% 131

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 $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Cerity Partners OCIO's MCK Position: Q4 2022 in Review

Cerity Partners OCIO opened a new position in McKesson (MCK) in Q4 2022: 608 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #391 among its holdings. This is a return to the name: Cerity Partners OCIO previously reported a position in MCK as recently as Q4 2021.

Cerity Partners OCIO first reported a position in MCK in Q1 2018 and has held it in 17 quarters since. The position peaked at $1.43M in Q3 2019. 1,288 funds tracked by Wall St. Rank hold MCK as of Q4 2022.

  • Cerity Partners OCIO held 608 shares of McKesson worth $228K as of Q4 2022.
  • McKesson was a new Cerity Partners OCIO position in Q4 2022.
  • McKesson made up 0.01% of Cerity Partners OCIO's portfolio in Q4 2022, its #391 holding.
  • Cerity Partners OCIO first reported a position in McKesson in Q1 2018 and has held it in 17 quarters since.
  • Cerity Partners OCIO's McKesson position peaked at $1.43M in Q3 2019.
  • 1,288 funds tracked by Wall St. Rank held McKesson as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.