First National Bank of South Miami’s McKesson MCK Stock Holding History

First National Bank of South Miami’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
2023 Q2	–	Sell	-108	Closed	-$38.5K	–	260
2023 Q1	$38.5K	Hold	108	–	–	0.03%	199
2022 Q4	$41K	Hold	108	–	–	0.03%	202
2022 Q3	$37K	Sell	108 -46	-30%	-$16K	0.03%	202
2022 Q2	$50K	Sell	154 -111	-42%	-$35.5K	0.03%	196
2022 Q1	$81K	Sell	265 -172	-39%	-$46.8K	0.05%	195
2021 Q4	$109K	Buy	437 +54	+14%	+$11.9K	0.07%	178
2021 Q3	$76K	Buy	383 +17	+5%	+$3.4K	0.05%	181
2021 Q2	$70K	Sell	366 -226	-38%	-$43.7K	0.05%	186
2021 Q1	$115K	Buy	+592	New	+$108K	0.09%	149

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First National Bank of South Miami's MCK Position: Q2 2023 in Review

First National Bank of South Miami sold out of McKesson (MCK) in Q2 2023, closing a stake of 108 shares — an estimated $38.5K sold.

First National Bank of South Miami first reported a position in MCK in Q1 2021 and held it in 9 quarters. The position peaked at $115K in Q1 2021. 1,321 funds tracked by Wall St. Rank hold MCK as of Q2 2023.

First National Bank of South Miami reported no remaining McKesson position as of Q2 2023 after selling out during the quarter.
First National Bank of South Miami sold 108 McKesson shares in Q2 2023, an estimated $38.5K.
First National Bank of South Miami first reported a position in McKesson in Q1 2021 and held it in 9 quarters.
First National Bank of South Miami's McKesson position peaked at $115K in Q1 2021.
1,321 funds tracked by Wall St. Rank held McKesson as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.