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Harbert Fund Advisors’s McKesson MCK Stock Holding History

Harbert Fund 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
2024
Q3 		– Sell
-425
Closed -$248K – 122
2024
Q2 		$248K Sell
425
-1,925
-82% -$1.07M 0.18% 85
2024
Q1 		$1.26M Sell
2,350
-475
-17% -$241K 0.87% 30
2023
Q4 		$1.31M Buy
+2,825
New +$1.28M 0.9% 28

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

Harbert Fund Advisors's MCK Position: Q3 2024 in Review

Harbert Fund Advisors sold out of McKesson (MCK) in Q3 2024, closing a stake of 425 shares — an estimated $248K sold.

Harbert Fund Advisors first reported a position in MCK in Q4 2023 and held it in 3 quarters. The position peaked at $1.31M in Q4 2023. 1,545 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • Harbert Fund Advisors reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
  • Harbert Fund Advisors sold 425 McKesson shares in Q3 2024, an estimated $248K.
  • Harbert Fund Advisors first reported a position in McKesson in Q4 2023 and held it in 3 quarters.
  • Harbert Fund Advisors's McKesson position peaked at $1.31M in Q4 2023.
  • 1,545 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Harbert Fund Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.