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HealthInvest Partners’s McKesson MCK Stock Holding History

HealthInvest Partners’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
Q4 		– Sell
-13,000
Closed -$4.42M – 54
2022
Q3 		$4.42M Buy
13,000
+3,000
+30% +$1.04M 9.33% 7
2022
Q2 		$3.26M Sell
10,000
-20,000
-67% -$6.4M 7.52% 8
2022
Q1 		$9.18M Sell
30,000
-4,000
-12% -$1.09M 14.62% 1
2021
Q4 		$8.45M Buy
34,000
+26,000
+325% +$5.71M 11.91% 2
2021
Q3 		$1.59M Sell
8,000
-44,000
-85% -$8.8M 2.39% 14
2021
Q2 		$9.94M Buy
52,000
+19,000
+58% +$3.67M 9.42% 5
2021
Q1 		$6.44M Sell
33,000
-20,000
-38% -$3.65M 5.13% 11
2020
Q4 		$9.22M Buy
+53,000
New +$8.83M 6.1% 9
2017
Q4 		$2.78M Sell
17,800
-50,800
-74% -$7.53M 5.86% 6
2017
Q3 		$10.5M Buy
68,600
+5,500
+9% +$858K 12.3% 1
2017
Q2 		$10.4M Buy
63,100
+12,100
+24% +$1.83M 12.95% 2
2017
Q1 		$7.56M Sell
51,000
-6,000
-11% -$879K 11.59% 6
2016
Q4 		$8.01M Buy
+57,000
New +$8.38M 7.38% 10
2014
Q1 		– Sell
-42,100
Closed -$6.79M – 19
2013
Q4 		$6.79M Buy
+42,100
New +$6.47M 6.76% 9

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

HealthInvest Partners's MCK Position: Q4 2022 in Review

HealthInvest Partners sold out of McKesson (MCK) in Q4 2022, closing a stake of 13,000 shares — an estimated $4.42M sold.

HealthInvest Partners first reported a position in MCK in Q4 2013 and held it in 14 quarters. The position peaked at $10.5M in Q3 2017. 1,289 funds tracked by Wall St. Rank hold MCK as of Q4 2022.

  • HealthInvest Partners reported no remaining McKesson position as of Q4 2022 after selling out during the quarter.
  • HealthInvest Partners sold 13,000 McKesson shares in Q4 2022, an estimated $4.42M.
  • HealthInvest Partners first reported a position in McKesson in Q4 2013 and held it in 14 quarters.
  • HealthInvest Partners's McKesson position peaked at $10.5M in Q3 2017.
  • 1,289 funds tracked by Wall St. Rank held McKesson as of Q4 2022.

Based on HealthInvest Partners's 13F filing for Q4 2022, filed 14 Feb 2023.