IA
MCK icon

Icon Advisers’s McKesson MCK Stock Holding History

Icon Advisers’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
Q3 		– Sell
-13,100
Closed -$2.01M – 210
2020
Q2 		$2.01M Hold
13,100
– – 0.39% 95
2020
Q1 		$1.77M Buy
+13,100
New +$1.92M 0.39% 90
2016
Q4 		– Sell
-47,200
Closed -$7.87M – 433
2016
Q3 		$7.87M Sell
47,200
-15,900
-25% -$2.96M 0.52% 56
2016
Q2 		$11.8M Sell
63,100
-8,000
-11% -$1.4M 0.8% 24
2016
Q1 		$11.2M Sell
71,100
-29,940
-30% -$4.84M 0.8% 27
2015
Q4 		$19.9M Hold
101,040
– – 1.37% 6
2015
Q3 		$18.7M Sell
101,040
-50,100
-33% -$10.6M 1.29% 8
2015
Q2 		$34M Buy
151,140
+5,470
+4% +$1.26M 2.13% 2
2015
Q1 		$33M Buy
145,670
+27,670
+23% +$6.14M 1.93% 1
2014
Q4 		$24.5M Sell
118,000
-1,000
-0.8% -$203K 1.46% 11
2014
Q3 		$23.2M Buy
119,000
+55,400
+87% +$10.7M 1.35% 16
2014
Q2 		$11.8M Buy
63,600
+50,200
+375% +$8.93M 0.74% 33
2014
Q1 		$2.37M Sell
13,400
-4,510
-25% -$788K 0.17% 127
2013
Q4 		$2.89M Sell
17,910
-22,905
-56% -$3.52M 0.21% 106
2013
Q3 		$5.24M Hold
40,815
– – 0.4% 63
2013
Q2 		$4.67M Buy
+40,815
New +$4.54M 0.36% 71

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Icon Advisers's MCK Position: Q3 2020 in Review

Icon Advisers sold out of McKesson (MCK) in Q3 2020, closing a stake of 13,100 shares — an estimated $2.01M sold.

Icon Advisers first reported a position in MCK in Q2 2013 and held it in 16 quarters. The position peaked at $34M in Q2 2015. 877 funds tracked by Wall St. Rank hold MCK as of Q3 2020.

  • Icon Advisers reported no remaining McKesson position as of Q3 2020 after selling out during the quarter.
  • Icon Advisers sold 13,100 McKesson shares in Q3 2020, an estimated $2.01M.
  • Icon Advisers first reported a position in McKesson in Q2 2013 and held it in 16 quarters.
  • Icon Advisers's McKesson position peaked at $34M in Q2 2015.
  • 877 funds tracked by Wall St. Rank held McKesson as of Q3 2020.

Based on Icon Advisers's 13F filing for Q3 2020, filed 5 Nov 2020.