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Ergoteles’s McKesson MCK Stock Holding History

Ergoteles’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
2023
Q3 		– Sell
-2,905
Closed -$1.24M – 519
2023
Q2 		$1.24M Buy
2,905
+2,005
+223% +$771K 0.06% 400
2023
Q1 		$320K Sell
900
-116,179
-99% -$42M 0.01% 875
2022
Q4 		$43.9M Buy
+117,079
New +$43.7M 1.61% 5
2022
Q3 		– Sell
-38,993
Closed -$12.7M – 1796
2022
Q2 		$12.7M Buy
+38,993
New +$12.5M 0.38% 65
2021
Q4 		– Sell
-29,137
Closed -$5.81M – 1454
2021
Q3 		$5.81M Sell
29,137
-2,368
-8% -$473K 0.21% 128
2021
Q2 		$6.03M Sell
31,505
-7,474
-19% -$1.44M 0.14% 195
2021
Q1 		$7.6M Buy
38,979
+6,926
+22% +$1.26M 0.24% 111
2020
Q4 		$5.58M Buy
+32,053
New +$5.34M 0.18% 124

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ergoteles's MCK Position: Q3 2023 in Review

Ergoteles sold out of McKesson (MCK) in Q3 2023, closing a stake of 2,905 shares — an estimated $1.24M sold.

Ergoteles first reported a position in MCK in Q4 2020 and held it in 8 quarters. The position peaked at $43.9M in Q4 2022. 1,347 funds tracked by Wall St. Rank hold MCK as of Q3 2023.

  • Ergoteles reported no remaining McKesson position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 2,905 McKesson shares in Q3 2023, an estimated $1.24M.
  • Ergoteles first reported a position in McKesson in Q4 2020 and held it in 8 quarters.
  • Ergoteles's McKesson position peaked at $43.9M in Q4 2022.
  • 1,347 funds tracked by Wall St. Rank held McKesson as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.