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Homrich & Berg’s McKesson MCK Stock Holding History

Homrich & Berg’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
2020
Q4 		– Sell
-1,674
Closed -$249K – 406
2020
Q3 		$249K Buy
+1,674
New +$254K 0.01% 289
2020
Q1 		– Sell
-1,577
Closed -$218K – 342
2019
Q4 		$218K Buy
+1,577
New +$223K 0.01% 335
2017
Q4 		– Sell
-2,708
Closed -$416K – 358
2017
Q3 		$416K Buy
+2,708
New +$423K 0.03% 206
2013
Q3 		– Sell
-6,619
Closed -$758K – 143
2013
Q2 		$758K Buy
+6,619
New +$737K 0.14% 67

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Homrich & Berg's MCK Position: Q4 2020 in Review

Homrich & Berg sold out of McKesson (MCK) in Q4 2020, closing a stake of 1,674 shares — an estimated $249K sold.

Homrich & Berg first reported a position in MCK in Q2 2013 and held it in 4 quarters. The position peaked at $758K in Q2 2013. 961 funds tracked by Wall St. Rank hold MCK as of Q4 2020.

  • Homrich & Berg reported no remaining McKesson position as of Q4 2020 after selling out during the quarter.
  • Homrich & Berg sold 1,674 McKesson shares in Q4 2020, an estimated $249K.
  • Homrich & Berg first reported a position in McKesson in Q2 2013 and held it in 4 quarters.
  • Homrich & Berg's McKesson position peaked at $758K in Q2 2013.
  • 961 funds tracked by Wall St. Rank held McKesson as of Q4 2020.

Based on Homrich & Berg's 13F filing for Q4 2020, filed 16 Feb 2021.