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Financial Gravity Companies’s McKesson MCK Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$57K Buy
+444
New +$55.4K 0.05% 297
2018
Q1 		$98K Buy
638
+87
+16% +$13.6K 0.1% 189
2017
Q4 		$93K Buy
+551
New +$81.6K 0.11% 187

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Gravity Companies's MCK Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in McKesson (MCK) in Q4 2018: 444 shares worth $57K. The stake represents 0.05% of the portfolio and ranks #297 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MCK as recently as Q1 2018.

Financial Gravity Companies first reported a position in MCK in Q4 2017 and has held it in 3 quarters since. The position peaked at $98K in Q1 2018. 855 funds tracked by Wall St. Rank hold MCK as of Q4 2018.

  • Financial Gravity Companies held 444 shares of McKesson worth $57K as of Q4 2018.
  • McKesson was a new Financial Gravity Companies position in Q4 2018.
  • McKesson made up 0.05% of Financial Gravity Companies's portfolio in Q4 2018, its #297 holding.
  • Financial Gravity Companies first reported a position in McKesson in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's McKesson position peaked at $98K in Q1 2018.
  • 855 funds tracked by Wall St. Rank held McKesson as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.