Evolution Wealth Advisors’s McKesson MCK Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-53	Closed	-$11K	–	431
2021 Q3	$11K	Hold	53	–	–	﹤0.01%	386
2021 Q2	$10K	Hold	53	–	–	﹤0.01%	408
2021 Q1	$10K	Hold	53	–	–	﹤0.01%	414
2020 Q4	$9K	Hold	53	–	–	﹤0.01%	361
2020 Q3	$8K	Hold	53	–	–	﹤0.01%	381
2020 Q2	$8K	Buy	+53	New	+$7.65K	﹤0.01%	316
2020 Q1	–	Sell	-38	Closed	-$5K	–	522
2019 Q4	$5K	Sell	38 -15	-28%	-$2.12K	﹤0.01%	404
2019 Q3	$7K	Hold	53	–	–	﹤0.01%	233
2019 Q2	$7K	Buy	+53	New	+$6.61K	﹤0.01%	211

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Evolution Wealth Advisors's MCK Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of McKesson (MCK) in Q4 2021, closing a stake of 53 shares — an estimated $11K sold.

Evolution Wealth Advisors first reported a position in MCK in Q2 2019 and held it in 9 quarters. The position peaked at $11K in Q3 2021. 1,098 funds tracked by Wall St. Rank hold MCK as of Q4 2021.

Evolution Wealth Advisors reported no remaining McKesson position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 53 McKesson shares in Q4 2021, an estimated $11K.
Evolution Wealth Advisors first reported a position in McKesson in Q2 2019 and held it in 9 quarters.
Evolution Wealth Advisors's McKesson position peaked at $11K in Q3 2021.
1,098 funds tracked by Wall St. Rank held McKesson as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.