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Elmwood Wealth Management’s McKesson MCK Stock Holding History

Elmwood 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
Q2 		– Sell
-7
Closed -$986 – 308
2020
Q1 		$986 Buy
+7
New +$1.02K ﹤0.01% 279
2018
Q3 		– Sell
-7
Closed -$933 – 300
2018
Q2 		$933 Hold
7
– – ﹤0.01% 274
2018
Q1 		$986 Buy
+7
New +$1.09K ﹤0.01% 279

Other funds holding MCK

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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

Elmwood Wealth Management's MCK Position: Q2 2020 in Review

Elmwood Wealth Management sold out of McKesson (MCK) in Q2 2020, closing a stake of 7 shares — an estimated $986 sold.

Elmwood Wealth Management first reported a position in MCK in Q1 2018 and held it in 3 quarters. The position peaked at $986 in Q1 2020. 863 funds tracked by Wall St. Rank hold MCK as of Q2 2020.

  • Elmwood Wealth Management reported no remaining McKesson position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 7 McKesson shares in Q2 2020, an estimated $986.
  • Elmwood Wealth Management first reported a position in McKesson in Q1 2018 and held it in 3 quarters.
  • Elmwood Wealth Management's McKesson position peaked at $986 in Q1 2020.
  • 863 funds tracked by Wall St. Rank held McKesson as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.