Enlightenment Research’s McKesson MCK Stock Holding History

Enlightenment Research’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
2022 Q3	–	Sell	-1,700	Closed	-$555K	–	131
2022 Q2	$555K	Buy	+1,700	New	+$544K	1.19%	27
2020 Q2	–	Sell	-11,227	Closed	-$1.57M	–	157
2020 Q1	$1.57M	Buy	+11,227	New	+$1.64M	1.67%	6

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

Enlightenment Research's MCK Position: Q3 2022 in Review

Enlightenment Research sold out of McKesson (MCK) in Q3 2022, closing a stake of 1,700 shares — an estimated $555K sold.

Enlightenment Research first reported a position in MCK in Q1 2020 and held it in 2 quarters. The position peaked at $1.57M in Q1 2020. 1,196 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

Enlightenment Research reported no remaining McKesson position as of Q3 2022 after selling out during the quarter.
Enlightenment Research sold 1,700 McKesson shares in Q3 2022, an estimated $555K.
Enlightenment Research first reported a position in McKesson in Q1 2020 and held it in 2 quarters.
Enlightenment Research's McKesson position peaked at $1.57M in Q1 2020.
1,196 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on Enlightenment Research's 13F filing for Q3 2022, filed 15 Nov 2022.