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IPG Investment Advisors’s McKesson MCK Stock Holding History

IPG Investment Advisors’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
2021
Q3 		– Sell
-25,347
Closed -$4.85M – 148
2021
Q2 		$4.85M Sell
25,347
-6,235
-20% -$1.2M 1.42% 16
2021
Q1 		$6.16M Buy
+31,582
New +$5.76M 1.2% 25
2015
Q3 		– Sell
-4,800
Closed -$1.08M – 139
2015
Q2 		$1.08M Buy
+4,800
New +$1.11M 0.39% 52

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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

IPG Investment Advisors's MCK Position: Q3 2021 in Review

IPG Investment Advisors sold out of McKesson (MCK) in Q3 2021, closing a stake of 25,347 shares — an estimated $4.85M sold.

IPG Investment Advisors first reported a position in MCK in Q2 2015 and held it in 3 quarters. The position peaked at $6.16M in Q1 2021. 967 funds tracked by Wall St. Rank hold MCK as of Q3 2021.

  • IPG Investment Advisors reported no remaining McKesson position as of Q3 2021 after selling out during the quarter.
  • IPG Investment Advisors sold 25,347 McKesson shares in Q3 2021, an estimated $4.85M.
  • IPG Investment Advisors first reported a position in McKesson in Q2 2015 and held it in 3 quarters.
  • IPG Investment Advisors's McKesson position peaked at $6.16M in Q1 2021.
  • 967 funds tracked by Wall St. Rank held McKesson as of Q3 2021.

Based on IPG Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.