Jupiter Investment Management’s McKesson MCK Stock Holding History

Jupiter Investment 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 Q2	$7.16M	Sell	46,652 -108,747	-70%	-$15.7M	0.11%	165
2020 Q1	$21M	Sell	155,399 -6,858	-4%	-$1M	0.41%	76
2019 Q4	$22.4M	Buy	162,257 +53,030	+49%	+$7.5M	0.31%	103
2019 Q3	$14.9M	Buy	+109,227	New	+$15.5M	0.19%	135
2019 Q1	–	Sell	-38,574	Closed	-$4.26M	–	401
2018 Q4	$4.26M	Buy	+38,574	New	+$4.81M	0.04%	178
2018 Q2	–	Sell	-146,222	Closed	-$20.6M	–	415
2018 Q1	$20.6M	Buy	+146,222	New	+$22.8M	0.16%	121
2017 Q2	–	Sell	-3,300	Closed	-$489K	–	449
2017 Q1	$489K	Buy	3,300 +700	+27%	+$103K	0.01%	288
2016 Q4	$365K	Buy	+2,600	New	+$382K	0.01%	281
2016 Q2	–	Sell	-29,974	Closed	-$4.71M	–	497
2016 Q1	$4.71M	Sell	29,974 -58,710	-66%	-$9.49M	0.1%	182
2015 Q4	$17.5M	Buy	+88,684	New	+$16.7M	0.47%	73
2015 Q2	–	Sell	-3,100	Closed	-$701K	–	335
2015 Q1	$701K	Sell	3,100 -78,788	-96%	-$17.5M	0.02%	247
2014 Q4	$17M	Sell	81,888 -109,790	-57%	-$22.3M	0.6%	51
2014 Q3	$37.3M	Buy	191,678 +43,701	+30%	+$8.41M	1.84%	6
2014 Q2	$27.6M	Buy	147,977 +70,098	+90%	+$12.5M	1.55%	9
2014 Q1	$13.8M	Buy	77,879 +12,593	+19%	+$2.2M	0.93%	28
2013 Q4	$10.5M	Buy	65,286 +9,767	+18%	+$1.5M	0.89%	30
2013 Q3	$7.12M	Sell	55,519 -6,527	-11%	-$802K	0.68%	43
2013 Q2	$7.1M	Buy	+62,046	New	+$6.91M	0.85%	25

Other funds holding MCK

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

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

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

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

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

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

Jupiter Investment Management's MCK Position: Q2 2020 in Review

Jupiter Investment Management reduced its McKesson (MCK) stake by 70% in Q2 2020, selling an estimated $15.7M and leaving 46,652 shares worth $7.16M. The position accounts for 0.11% of the portfolio, ranked #165.

Jupiter Investment Management first reported a position in MCK in Q2 2013 and has held it in 18 quarters since. The position peaked at $37.3M in Q3 2014. 863 funds tracked by Wall St. Rank hold MCK as of Q2 2020.

Jupiter Investment Management held 46,652 shares of McKesson worth $7.16M as of Q2 2020.
Jupiter Investment Management sold 108,747 McKesson shares in Q2 2020, an estimated $15.7M.
McKesson made up 0.11% of Jupiter Investment Management's portfolio in Q2 2020, its #165 holding.
Jupiter Investment Management first reported a position in McKesson in Q2 2013 and has held it in 18 quarters since.
Jupiter Investment Management's McKesson position peaked at $37.3M in Q3 2014.
863 funds tracked by Wall St. Rank held McKesson as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.