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DT Investment Partners’s McKesson MCK Stock Holding History

DT Investment Partners’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
2024
Q3 		– Sell
-25
Closed -$14.6K – 655
2024
Q2 		$14.6K Buy
+25
New +$13.9K ﹤0.01% 346
2021
Q2 		– Sell
-1,845
Closed -$360K – 121
2021
Q1 		$360K Hold
1,845
– – 0.05% 104
2020
Q4 		$321K Hold
1,845
– – 0.05% 100
2020
Q3 		$275K Hold
1,845
– – 0.04% 99
2020
Q2 		$283K Hold
1,845
– – 0.04% 100
2020
Q1 		$250K Hold
1,845
– – 0.04% 107
2019
Q4 		$255K Buy
+1,845
New +$261K 0.02% 142

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DT Investment Partners's MCK Position: Q3 2024 in Review

DT Investment Partners sold out of McKesson (MCK) in Q3 2024, closing a stake of 25 shares — an estimated $14.6K sold.

DT Investment Partners first reported a position in MCK in Q4 2019 and held it in 7 quarters. The position peaked at $360K in Q1 2021. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • DT Investment Partners reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
  • DT Investment Partners sold 25 McKesson shares in Q3 2024, an estimated $14.6K.
  • DT Investment Partners first reported a position in McKesson in Q4 2019 and held it in 7 quarters.
  • DT Investment Partners's McKesson position peaked at $360K in Q1 2021.
  • 1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on DT Investment Partners's 13F filing for Q3 2024, filed 23 Oct 2024.