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Investors Financial Group’s McKesson MCK Stock Holding History

Investors Financial 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
2022
Q1 		– Sell
-2,695
Closed -$670K – 106
2021
Q4 		$670K Buy
2,695
+200
+8% +$43.9K 0.31% 86
2021
Q3 		$497K Buy
2,495
+455
+22% +$91K 0.26% 103
2021
Q2 		$390K Buy
2,040
+170
+9% +$32.8K 0.21% 125
2021
Q1 		$365K Buy
1,870
+210
+13% +$38.3K 0.21% 120
2020
Q4 		$289K Buy
+1,660
New +$276K 0.19% 128

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Investors Financial Group's MCK Position: Q1 2022 in Review

Investors Financial Group sold out of McKesson (MCK) in Q1 2022, closing a stake of 2,695 shares — an estimated $670K sold.

Investors Financial Group first reported a position in MCK in Q4 2020 and held it in 5 quarters. The position peaked at $670K in Q4 2021. 1,139 funds tracked by Wall St. Rank hold MCK as of Q1 2022.

  • Investors Financial Group reported no remaining McKesson position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 2,695 McKesson shares in Q1 2022, an estimated $670K.
  • Investors Financial Group first reported a position in McKesson in Q4 2020 and held it in 5 quarters.
  • Investors Financial Group's McKesson position peaked at $670K in Q4 2021.
  • 1,139 funds tracked by Wall St. Rank held McKesson as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.