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Fairhaven Wealth Management’s McKesson MCK Stock Holding History

Fairhaven 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
2019
Q1 		– Sell
-1,954
Closed -$216K – 86
2018
Q4 		$216K Buy
+1,954
New +$244K 0.21% 64

Other funds holding MCK

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Fairhaven Wealth Management's MCK Position: Q1 2019 in Review

Fairhaven Wealth Management sold out of McKesson (MCK) in Q1 2019, closing a stake of 1,954 shares — an estimated $216K sold.

Fairhaven Wealth Management first reported a position in MCK in Q4 2018 and held it in 1 quarter. The position peaked at $216K in Q4 2018. 855 funds tracked by Wall St. Rank hold MCK as of Q1 2019.

  • Fairhaven Wealth Management reported no remaining McKesson position as of Q1 2019 after selling out during the quarter.
  • Fairhaven Wealth Management sold 1,954 McKesson shares in Q1 2019, an estimated $216K.
  • Fairhaven Wealth Management first reported a position in McKesson in Q4 2018 and held it in 1 quarter.
  • Fairhaven Wealth Management's McKesson position peaked at $216K in Q4 2018.
  • 855 funds tracked by Wall St. Rank held McKesson as of Q1 2019.

Based on Fairhaven Wealth Management's 13F filing for Q1 2019, filed 19 Apr 2019.