Circle Wealth Management’s McKesson MCK Stock Holding History

Circle Wealth 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
2023 Q4	–	Sell	-730	Closed	-$317K	–	196
2023 Q3	$317K	Buy	+730	New	+$308K	0.01%	164

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Circle Wealth Management's MCK Position: Q4 2023 in Review

Circle Wealth Management sold out of McKesson (MCK) in Q4 2023, closing a stake of 730 shares — an estimated $317K sold.

Circle Wealth Management first reported a position in MCK in Q3 2023 and held it in 1 quarter. The position peaked at $317K in Q3 2023. 1,482 funds tracked by Wall St. Rank hold MCK as of Q4 2023.

Circle Wealth Management reported no remaining McKesson position as of Q4 2023 after selling out during the quarter.
Circle Wealth Management sold 730 McKesson shares in Q4 2023, an estimated $317K.
Circle Wealth Management first reported a position in McKesson in Q3 2023 and held it in 1 quarter.
Circle Wealth Management's McKesson position peaked at $317K in Q3 2023.
1,482 funds tracked by Wall St. Rank held McKesson as of Q4 2023.

Based on Circle Wealth Management's 13F filing for Q4 2023, filed 15 Feb 2024.