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Ellis Investment Partners’s McKesson MCK Stock Holding History

Ellis 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
2020
Q1 		– Sell
-67
Closed -$9K – 748
2019
Q4 		$9K Hold
67
– – ﹤0.01% 537
2019
Q3 		$9K Hold
67
– – ﹤0.01% 544
2019
Q2 		$9K Buy
+67
New +$8.35K ﹤0.01% 535

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellis Investment Partners's MCK Position: Q1 2020 in Review

Ellis Investment Partners sold out of McKesson (MCK) in Q1 2020, closing a stake of 67 shares — an estimated $9K sold.

Ellis Investment Partners first reported a position in MCK in Q2 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 864 funds tracked by Wall St. Rank hold MCK as of Q1 2020.

  • Ellis Investment Partners reported no remaining McKesson position as of Q1 2020 after selling out during the quarter.
  • Ellis Investment Partners sold 67 McKesson shares in Q1 2020, an estimated $9K.
  • Ellis Investment Partners first reported a position in McKesson in Q2 2019 and held it in 3 quarters.
  • Ellis Investment Partners's McKesson position peaked at $9K in Q4 2019.
  • 864 funds tracked by Wall St. Rank held McKesson as of Q1 2020.

Based on Ellis Investment Partners's 13F filing for Q1 2020, filed 17 Apr 2020.