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Greenup Street Wealth Management’s McKesson MCK Stock Holding History

Greenup Street Wealth Management’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
2022
Q1 		– Sell
-1,768
Closed -$439K – 97
2021
Q4 		$439K Buy
+1,768
New +$388K 0.26% 62

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Greenup Street Wealth Management's MCK Position: Q1 2022 in Review

Greenup Street Wealth Management sold out of McKesson (MCK) in Q1 2022, closing a stake of 1,768 shares — an estimated $439K sold.

Greenup Street Wealth Management first reported a position in MCK in Q4 2021 and held it in 1 quarter. The position peaked at $439K in Q4 2021. 1,140 funds tracked by Wall St. Rank hold MCK as of Q1 2022.

  • Greenup Street Wealth Management reported no remaining McKesson position as of Q1 2022 after selling out during the quarter.
  • Greenup Street Wealth Management sold 1,768 McKesson shares in Q1 2022, an estimated $439K.
  • Greenup Street Wealth Management first reported a position in McKesson in Q4 2021 and held it in 1 quarter.
  • Greenup Street Wealth Management's McKesson position peaked at $439K in Q4 2021.
  • 1,140 funds tracked by Wall St. Rank held McKesson as of Q1 2022.

Based on Greenup Street Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.