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Harvest Group Wealth Management’s McKesson MCK Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-4
Closed -$1K – 419
2020
Q4 		$1K Hold
4
– – ﹤0.01% 502
2020
Q3 		$1K Hold
4
– – ﹤0.01% 477
2020
Q2 		$0 Sell
4
-22
-85% -$3.18K ﹤0.01% 693
2020
Q1 		$3K Sell
26
-5
-16% -$732 ﹤0.01% 289
2019
Q4 		$4K Hold
31
– – ﹤0.01% 435
2019
Q3 		$4K Hold
31
– – ﹤0.01% 483
2019
Q2 		$4K Hold
31
– – 0.01% 396
2019
Q1 		$4K Buy
+31
New +$3.83K ﹤0.01% 434

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Harvest Group Wealth Management's MCK Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of McKesson (MCK) in Q1 2021, closing a stake of 4 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in MCK in Q1 2019 and held it in 8 quarters. The position peaked at $4K in Q4 2019. 970 funds tracked by Wall St. Rank hold MCK as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining McKesson position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 4 McKesson shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in McKesson in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's McKesson position peaked at $4K in Q4 2019.
  • 970 funds tracked by Wall St. Rank held McKesson as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.