Dorchester Wealth Management’s McKesson MCK Stock Holding History

Dorchester 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
2020 Q1	–	Sell	-2,650	Closed	-$367K	–	126
2019 Q4	$367K	Hold	2,650	–	–	0.1%	92
2019 Q3	$362K	Hold	2,650	–	–	0.11%	92
2019 Q2	$356K	Hold	2,650	–	–	0.11%	95
2019 Q1	$310K	Sell	2,650 -350	-12%	-$43.2K	0.09%	100
2018 Q4	$331K	Buy	3,000 +350	+13%	+$43.6K	0.12%	88
2018 Q3	$352K	Buy	+2,650	New	+$346K	0.11%	88
2018 Q1	–	Sell	-21,066	Closed	-$3.29M	–	107
2017 Q4	$3.29M	Buy	21,066 +1,211	+6%	+$179K	1.04%	34
2017 Q3	$3.05M	Buy	19,855 +1,361	+7%	+$212K	0.98%	34
2017 Q2	$3.04M	Sell	18,494 -408	-2%	-$61.9K	1.05%	31
2017 Q1	$2.8M	Buy	+18,902	New	+$2.77M	0.98%	33

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Dorchester Wealth Management's MCK Position: Q1 2020 in Review

Dorchester Wealth Management sold out of McKesson (MCK) in Q1 2020, closing a stake of 2,650 shares — an estimated $367K sold.

Dorchester Wealth Management first reported a position in MCK in Q1 2017 and held it in 10 quarters. The position peaked at $3.29M in Q4 2017. 864 funds tracked by Wall St. Rank hold MCK as of Q1 2020.

Dorchester Wealth Management reported no remaining McKesson position as of Q1 2020 after selling out during the quarter.
Dorchester Wealth Management sold 2,650 McKesson shares in Q1 2020, an estimated $367K.
Dorchester Wealth Management first reported a position in McKesson in Q1 2017 and held it in 10 quarters.
Dorchester Wealth Management's McKesson position peaked at $3.29M in Q4 2017.
864 funds tracked by Wall St. Rank held McKesson as of Q1 2020.

Based on Dorchester Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.