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Davidson Investment Advisors’s McKesson MCK Stock Holding History

Davidson Investment 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
2017
Q3 		– Sell
-125
Closed -$20K – 153
2017
Q2 		$20K Hold
125
– – ﹤0.01% 156
2017
Q1 		$18K Hold
125
– – ﹤0.01% 163
2016
Q4 		$17K Hold
125
– – ﹤0.01% 177
2016
Q3 		$20K Hold
125
– – ﹤0.01% 162
2016
Q2 		$23K Hold
125
– – ﹤0.01% 152
2016
Q1 		$19K Hold
125
– – ﹤0.01% 188
2015
Q4 		$24K Hold
125
– – ﹤0.01% 181
2015
Q3 		$23K Buy
+125
New +$26.5K ﹤0.01% 171

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Davidson Investment Advisors's MCK Position: Q3 2017 in Review

Davidson Investment Advisors sold out of McKesson (MCK) in Q3 2017, closing a stake of 125 shares — an estimated $20K sold.

Davidson Investment Advisors first reported a position in MCK in Q3 2015 and held it in 8 quarters. The position peaked at $24K in Q4 2015. 877 funds tracked by Wall St. Rank hold MCK as of Q3 2017.

  • Davidson Investment Advisors reported no remaining McKesson position as of Q3 2017 after selling out during the quarter.
  • Davidson Investment Advisors sold 125 McKesson shares in Q3 2017, an estimated $20K.
  • Davidson Investment Advisors first reported a position in McKesson in Q3 2015 and held it in 8 quarters.
  • Davidson Investment Advisors's McKesson position peaked at $24K in Q4 2015.
  • 877 funds tracked by Wall St. Rank held McKesson as of Q3 2017.

Based on Davidson Investment Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.