Crestone Asset Management’s McKesson MCK Stock Holding History

Crestone 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
2023 Q4	–	Sell	-834	Closed	-$363K	–	123
2023 Q3	$363K	Buy	+834	New	+$351K	0.09%	65

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

Crestone Asset Management's MCK Position: Q4 2023 in Review

Crestone Asset Management sold out of McKesson (MCK) in Q4 2023, closing a stake of 834 shares — an estimated $363K sold.

Crestone Asset Management first reported a position in MCK in Q3 2023 and held it in 1 quarter. The position peaked at $363K in Q3 2023. 1,482 funds tracked by Wall St. Rank hold MCK as of Q4 2023.

Crestone Asset Management reported no remaining McKesson position as of Q4 2023 after selling out during the quarter.
Crestone Asset Management sold 834 McKesson shares in Q4 2023, an estimated $363K.
Crestone Asset Management first reported a position in McKesson in Q3 2023 and held it in 1 quarter.
Crestone Asset Management's McKesson position peaked at $363K in Q3 2023.
1,482 funds tracked by Wall St. Rank held McKesson as of Q4 2023.

Based on Crestone Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.