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GYL Financial Synergies’s McKesson MCK Stock Holding History

GYL Financial Synergies’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
2024
Q3 		$4.87M Sell
9,843
-78
-0.8% -$43.4K 0.37% 68
2024
Q2 		$5.79M Buy
9,921
+3,977
+67% +$2.21M 0.45% 59
2024
Q1 		$3.19M Buy
5,944
+35
+0.6% +$17.8K 0.25% 92
2023
Q4 		$2.74M Buy
+5,909
New +$2.69M 0.23% 99

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GYL Financial Synergies's MCK Position: Q3 2024 in Review

GYL Financial Synergies reduced its McKesson (MCK) stake by 0.79% in Q3 2024, selling an estimated $43.4K and leaving 9,843 shares worth $4.87M. The position accounts for 0.37% of the portfolio, ranked #68.

GYL Financial Synergies first reported a position in MCK in Q4 2023 and has held it in 4 quarters since. The position peaked at $5.79M in Q2 2024. 1,545 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • GYL Financial Synergies held 9,843 shares of McKesson worth $4.87M as of Q3 2024.
  • GYL Financial Synergies sold 78 McKesson shares in Q3 2024, an estimated $43.4K.
  • McKesson made up 0.37% of GYL Financial Synergies's portfolio in Q3 2024, its #68 holding.
  • GYL Financial Synergies first reported a position in McKesson in Q4 2023 and has held it in 4 quarters since.
  • GYL Financial Synergies's McKesson position peaked at $5.79M in Q2 2024.
  • 1,545 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.