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Exchange Capital Management’s McKesson MCK Stock Holding History

Exchange Capital 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
Q4 		– Sell
-1,703
Closed -$254K – 161
2020
Q3 		$254K Sell
1,703
-71
-4% -$10.8K 0.06% 147
2020
Q2 		$272K Hold
1,774
– – 0.08% 142
2020
Q1 		$240K Sell
1,774
-6,012
-77% -$881K 0.08% 135
2019
Q4 		$1.08M Sell
7,786
-115
-1% -$16.3K 0.28% 89
2019
Q3 		$1.08M Sell
7,901
-8,674
-52% -$1.23M 0.28% 87
2019
Q2 		$2.23M Buy
16,575
+1,712
+12% +$213K 0.6% 61
2019
Q1 		$1.74M Buy
14,863
+6,680
+82% +$825K 0.49% 73
2018
Q4 		$904K Sell
8,183
-7,844
-49% -$978K 0.29% 93
2018
Q3 		$2.13M Sell
16,027
-156
-1% -$20.3K 0.62% 57
2018
Q2 		$2.16M Buy
16,183
+4,235
+35% +$619K 0.64% 54
2018
Q1 		$1.68M Buy
11,948
+2,274
+24% +$354K 0.53% 64
2017
Q4 		$1.51M Buy
9,674
+1,571
+19% +$233K 0.48% 67
2017
Q3 		$1.25M Buy
+8,103
New +$1.26M 0.41% 63

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Exchange Capital Management's MCK Position: Q4 2020 in Review

Exchange Capital Management sold out of McKesson (MCK) in Q4 2020, closing a stake of 1,703 shares — an estimated $254K sold.

Exchange Capital Management first reported a position in MCK in Q3 2017 and held it in 13 quarters. The position peaked at $2.23M in Q2 2019. 961 funds tracked by Wall St. Rank hold MCK as of Q4 2020.

  • Exchange Capital Management reported no remaining McKesson position as of Q4 2020 after selling out during the quarter.
  • Exchange Capital Management sold 1,703 McKesson shares in Q4 2020, an estimated $254K.
  • Exchange Capital Management first reported a position in McKesson in Q3 2017 and held it in 13 quarters.
  • Exchange Capital Management's McKesson position peaked at $2.23M in Q2 2019.
  • 961 funds tracked by Wall St. Rank held McKesson as of Q4 2020.

Based on Exchange Capital Management's 13F filing for Q4 2020, filed 5 Feb 2021.