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HL Financial Services’s McKesson MCK Stock Holding History

HL Financial Services’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
2018
Q2 		– Sell
-3,442
Closed -$485K – 685
2018
Q1 		$485K Sell
3,442
-4,197
-55% -$654K 0.01% 499
2017
Q4 		$1.19M Buy
7,639
+161
+2% +$23.9K 0.02% 284
2017
Q3 		$1.15M Buy
7,478
+945
+14% +$148K 0.02% 330
2017
Q2 		$1.07M Buy
6,533
+3,151
+93% +$478K 0.02% 336
2017
Q1 		$501K Buy
+3,382
New +$495K 0.01% 454
2016
Q1 		– Sell
-3,693
Closed -$728K – 670
2015
Q4 		$728K Buy
3,693
+111
+3% +$21K 0.02% 364
2015
Q3 		$663K Sell
3,582
-282
-7% -$59.8K 0.02% 363
2015
Q2 		$869K Buy
3,864
+444
+13% +$103K 0.02% 338
2015
Q1 		$774K Buy
3,420
+407
+14% +$90.3K 0.02% 355
2014
Q4 		$625K Sell
3,013
-51
-2% -$10.4K 0.02% 375
2014
Q3 		$596K Buy
3,064
+73
+2% +$14.1K 0.02% 373
2014
Q2 		$557K Hold
2,991
– – 0.02% 389
2014
Q1 		$528K Buy
2,991
+573
+24% +$100K 0.02% 387
2013
Q4 		$390K Hold
2,418
– – 0.01% 441
2013
Q3 		$310K Hold
2,418
– – 0.01% 460
2013
Q2 		$277K Buy
+2,418
New +$269K 0.01% 444

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

HL Financial Services's MCK Position: Q2 2018 in Review

HL Financial Services sold out of McKesson (MCK) in Q2 2018, closing a stake of 3,442 shares — an estimated $485K sold.

HL Financial Services first reported a position in MCK in Q2 2013 and held it in 16 quarters. The position peaked at $1.19M in Q4 2017. 904 funds tracked by Wall St. Rank hold MCK as of Q2 2018.

  • HL Financial Services reported no remaining McKesson position as of Q2 2018 after selling out during the quarter.
  • HL Financial Services sold 3,442 McKesson shares in Q2 2018, an estimated $485K.
  • HL Financial Services first reported a position in McKesson in Q2 2013 and held it in 16 quarters.
  • HL Financial Services's McKesson position peaked at $1.19M in Q4 2017.
  • 904 funds tracked by Wall St. Rank held McKesson as of Q2 2018.

Based on HL Financial Services's 13F filing for Q2 2018, filed 6 Aug 2018.