Gideon Capital Advisors’s McKesson MCK Stock Holding History

Gideon Capital Advisors’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 Q4	–	Sell	-2,929	Closed	-$400K	–	346
2019 Q3	$400K	Buy	+2,929	New	+$415K	0.13%	198
2019 Q2	–	Sell	-1,789	Closed	-$209K	–	362
2019 Q1	$209K	Sell	1,789 -1,496	-46%	-$185K	0.07%	342
2018 Q4	$363K	Sell	3,285 -437	-12%	-$54.5K	0.15%	213
2018 Q3	$494K	Buy	3,722 +788	+27%	+$103K	0.23%	146
2018 Q2	$391K	Buy	2,934 +482	+20%	+$70.5K	0.2%	199
2018 Q1	$345K	Buy	+2,452	New	+$382K	0.21%	194
2017 Q4	–	Sell	-1,430	Closed	-$220K	–	359
2017 Q3	$220K	Buy	+1,430	New	+$223K	0.22%	236
2015 Q2	–	Sell	-1,023	Closed	-$231K	–	289
2015 Q1	$231K	Buy	+1,023	New	+$227K	0.09%	201
2014 Q3	–	Sell	-3,541	Closed	-$659K	–	334
2014 Q2	$659K	Buy	3,541 +1,939	+121%	+$345K	0.24%	129
2014 Q1	$283K	Buy	+1,602	New	+$280K	0.16%	164

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Gideon Capital Advisors's MCK Position: Q4 2019 in Review

Gideon Capital Advisors sold out of McKesson (MCK) in Q4 2019, closing a stake of 2,929 shares — an estimated $400K sold.

Gideon Capital Advisors first reported a position in MCK in Q1 2014 and held it in 10 quarters. The position peaked at $659K in Q2 2014. 864 funds tracked by Wall St. Rank hold MCK as of Q4 2019.

Gideon Capital Advisors reported no remaining McKesson position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 2,929 McKesson shares in Q4 2019, an estimated $400K.
Gideon Capital Advisors first reported a position in McKesson in Q1 2014 and held it in 10 quarters.
Gideon Capital Advisors's McKesson position peaked at $659K in Q2 2014.
864 funds tracked by Wall St. Rank held McKesson as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.