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Financial Architects (New Jersey)’s McKesson MCK Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-200
Closed -$27K – 1101
2019
Q2 		$27K Buy
200
+150
+300% +$18.7K 0.01% 642
2019
Q1 		$6K Sell
50
-145
-74% -$17.9K ﹤0.01% 1194
2018
Q4 		$22K Hold
195
– – ﹤0.01% 784
2018
Q3 		$26K Sell
195
-60
-24% -$7.82K ﹤0.01% 850
2018
Q2 		$34K Sell
255
-220
-46% -$32.2K 0.01% 667
2018
Q1 		$67K Hold
475
– – 0.01% 546
2017
Q4 		$74K Buy
475
+150
+46% +$22.2K 0.01% 574
2017
Q3 		$50K Hold
325
– – 0.01% 684
2017
Q2 		$53K Buy
325
+70
+27% +$10.6K 0.01% 658
2017
Q1 		$38K Hold
255
– – 0.01% 737
2016
Q4 		$36K Sell
255
-210
-45% -$30.9K 0.01% 670
2016
Q3 		$78K Hold
465
– – 0.02% 453
2016
Q2 		$87K Hold
465
– – 0.02% 400
2016
Q1 		$73K Buy
+465
New +$75.1K 0.03% 342
2015
Q3 		– Sell
-645
Closed -$145K – 617
2015
Q2 		$145K Buy
645
+22
+4% +$5.09K 0.05% 237
2015
Q1 		$141K Buy
623
+131
+27% +$29.1K 0.05% 241
2014
Q4 		$102K Hold
492
– – 0.04% 246
2014
Q3 		$96K Sell
492
-200
-29% -$38.5K 0.05% 229
2014
Q2 		$129K Buy
+692
New +$123K 0.06% 188
2013
Q4 		– Sell
-55
Closed -$7K – 387
2013
Q3 		$7K Buy
+55
New +$6.76K ﹤0.01% 535

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Financial Architects (New Jersey)'s MCK Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of McKesson (MCK) in Q3 2019, closing a stake of 200 shares — an estimated $27K sold.

Financial Architects (New Jersey) first reported a position in MCK in Q3 2013 and held it in 20 quarters. The position peaked at $145K in Q2 2015. 838 funds tracked by Wall St. Rank hold MCK as of Q3 2019.

  • Financial Architects (New Jersey) reported no remaining McKesson position as of Q3 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 200 McKesson shares in Q3 2019, an estimated $27K.
  • Financial Architects (New Jersey) first reported a position in McKesson in Q3 2013 and held it in 20 quarters.
  • Financial Architects (New Jersey)'s McKesson position peaked at $145K in Q2 2015.
  • 838 funds tracked by Wall St. Rank held McKesson as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.