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Houlihan Financial Resource Group’s McKesson MCK Stock Holding History

Houlihan Financial Resource Group’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
2023
Q3 		– Sell
-12,409
Closed -$4.77M – 134
2023
Q2 		$4.77M Buy
+12,409
New +$4.77M 0.15% 53
2020
Q3 		$36K Buy
+200
New +$30.4K 0.02% 190

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Houlihan Financial Resource Group's MCK Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of McKesson (MCK) in Q3 2023, closing a stake of 12,409 shares — an estimated $4.77M sold.

Houlihan Financial Resource Group first reported a position in MCK in Q3 2020 and held it in 2 quarters. The position peaked at $4.77M in Q2 2023. 1,347 funds tracked by Wall St. Rank hold MCK as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining McKesson position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 12,409 McKesson shares in Q3 2023, an estimated $4.77M.
  • Houlihan Financial Resource Group first reported a position in McKesson in Q3 2020 and held it in 2 quarters.
  • Houlihan Financial Resource Group's McKesson position peaked at $4.77M in Q2 2023.
  • 1,347 funds tracked by Wall St. Rank held McKesson as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.