JWM
MCK icon

JGP Wealth Management’s McKesson MCK Stock Holding History

JGP 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
2019
Q3 		– Sell
-28,383
Closed -$3.81M – 132
2019
Q2 		$3.81M Buy
28,383
+952
+3% +$119K 1.35% 33
2019
Q1 		$3.21M Buy
+27,431
New +$3.39M 1.22% 42

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

JGP Wealth Management's MCK Position: Q3 2019 in Review

JGP Wealth Management sold out of McKesson (MCK) in Q3 2019, closing a stake of 28,383 shares — an estimated $3.81M sold.

JGP Wealth Management first reported a position in MCK in Q1 2019 and held it in 2 quarters. The position peaked at $3.81M in Q2 2019. 839 funds tracked by Wall St. Rank hold MCK as of Q3 2019.

  • JGP Wealth Management reported no remaining McKesson position as of Q3 2019 after selling out during the quarter.
  • JGP Wealth Management sold 28,383 McKesson shares in Q3 2019, an estimated $3.81M.
  • JGP Wealth Management first reported a position in McKesson in Q1 2019 and held it in 2 quarters.
  • JGP Wealth Management's McKesson position peaked at $3.81M in Q2 2019.
  • 839 funds tracked by Wall St. Rank held McKesson as of Q3 2019.

Based on JGP Wealth Management's 13F filing for Q3 2019, filed 24 Oct 2019.