Jeppson Wealth Management’s McKesson MCK Stock Holding History

Jeppson Wealth Management’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	-250	Closed	-$37K	–	316
2020 Q3	$37K	Buy	+250	New	+$38K	0.03%	250

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Jeppson Wealth Management's MCK Position: Q4 2020 in Review

Jeppson Wealth Management sold out of McKesson (MCK) in Q4 2020, closing a stake of 250 shares — an estimated $37K sold.

Jeppson Wealth Management first reported a position in MCK in Q3 2020 and held it in 1 quarter. The position peaked at $37K in Q3 2020. 961 funds tracked by Wall St. Rank hold MCK as of Q4 2020.

Jeppson Wealth Management reported no remaining McKesson position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 250 McKesson shares in Q4 2020, an estimated $37K.
Jeppson Wealth Management first reported a position in McKesson in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's McKesson position peaked at $37K in Q3 2020.
961 funds tracked by Wall St. Rank held McKesson as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.