Founders Financial Alliance’s McKesson MCK Stock Holding History

Founders Financial Alliance’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	-70	Closed	-$11K	–	906
2020 Q3	$11K	Buy	+70	New	+$10.6K	0.01%	743

Other funds holding MCK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Founders Financial Alliance's MCK Position: Q4 2020 in Review

Founders Financial Alliance sold out of McKesson (MCK) in Q4 2020, closing a stake of 70 shares — an estimated $11K sold.

Founders Financial Alliance first reported a position in MCK in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 961 funds tracked by Wall St. Rank hold MCK as of Q4 2020.

Founders Financial Alliance reported no remaining McKesson position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 70 McKesson shares in Q4 2020, an estimated $11K.
Founders Financial Alliance first reported a position in McKesson in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's McKesson position peaked at $11K in Q3 2020.
961 funds tracked by Wall St. Rank held McKesson as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.