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JOYN Advisors’s McKesson MCK Stock Holding History

JOYN 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
2019
Q1 		– Sell
-235
Closed -$26K – 865
2018
Q4 		$26K Sell
235
-150
-39% -$18.7K 0.01% 564
2018
Q3 		$51K Sell
385
-878
-70% -$114K 0.01% 386
2018
Q2 		$168K Sell
1,263
-2,130
-63% -$312K 0.04% 158
2018
Q1 		$478K Sell
3,393
-701
-17% -$109K 0.1% 67
2017
Q4 		$638K Buy
+4,094
New +$607K 0.14% 66

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

JOYN Advisors's MCK Position: Q1 2019 in Review

JOYN Advisors sold out of McKesson (MCK) in Q1 2019, closing a stake of 235 shares — an estimated $26K sold.

JOYN Advisors first reported a position in MCK in Q4 2017 and held it in 5 quarters. The position peaked at $638K in Q4 2017. 855 funds tracked by Wall St. Rank hold MCK as of Q1 2019.

  • JOYN Advisors reported no remaining McKesson position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 235 McKesson shares in Q1 2019, an estimated $26K.
  • JOYN Advisors first reported a position in McKesson in Q4 2017 and held it in 5 quarters.
  • JOYN Advisors's McKesson position peaked at $638K in Q4 2017.
  • 855 funds tracked by Wall St. Rank held McKesson as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.