LTFS
MCK icon

Ladenburg Thalmann Financial Services’s McKesson MCK Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$1.9M Buy
17,087
+3,104
+22% +$439K 0.01% 899
2019
Q3 		$1.91M Sell
13,983
-1,685
-11% -$239K 0.01% 833
2019
Q2 		$2.11M Sell
15,668
-2,531
-14% -$316K 0.02% 784
2019
Q1 		$2.13M Buy
18,199
+2,565
+16% +$317K 0.02% 738
2018
Q4 		$1.73M Buy
15,634
+2,883
+23% +$360K 0.02% 736
2018
Q3 		$1.69M Sell
12,751
-3,175
-20% -$414K 0.01% 810
2018
Q2 		$2.24M Hold
15,926
– – 0.02% 648
2018
Q1 		$2.24M Sell
15,926
-326
-2% -$50.8K 0.02% 648
2017
Q4 		$2.54M Sell
16,252
-3,019
-16% -$447K 0.02% 582
2017
Q3 		$2.96M Buy
19,271
+1,129
+6% +$176K 0.03% 475
2017
Q2 		$2.98M Buy
18,142
+148
+0.8% +$22.4K 0.04% 446
2017
Q1 		$2.67M Buy
17,994
+2,259
+14% +$331K 0.03% 461
2016
Q4 		$2.23M Buy
15,735
+5,129
+48% +$754K 0.03% 470
2016
Q3 		$1.77M Sell
10,606
-233
-2% -$43.4K 0.03% 538
2016
Q2 		$2.02M Sell
10,839
-209
-2% -$36.7K 0.03% 458
2016
Q1 		$1.74M Sell
11,048
-640
-5% -$103K 0.03% 478
2015
Q4 		$2.3M Buy
11,688
+853
+8% +$161K 0.04% 384
2015
Q3 		$2M Sell
10,835
-9,071
-46% -$1.92M 0.04% 387
2015
Q2 		$4.53M Buy
19,906
+73
+0.4% +$16.9K 0.08% 225
2015
Q1 		$4.5M Buy
19,833
+1,295
+7% +$287K 0.09% 226
2014
Q4 		$3.87M Buy
18,538
+3,334
+22% +$677K 0.09% 218
2014
Q3 		$2.96M Buy
15,204
+7,156
+89% +$1.38M 0.08% 214
2014
Q2 		$1.5M Buy
8,048
+2,310
+40% +$411K 0.04% 379
2014
Q1 		$1.01M Sell
5,738
-138
-2% -$24.1K 0.03% 454
2013
Q4 		$948K Buy
5,876
+1,420
+32% +$218K 0.03% 460
2013
Q3 		$576K Buy
4,456
+1,163
+35% +$143K 0.02% 604
2013
Q2 		$378K Buy
+3,293
New +$367K 0.01% 725

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

Ladenburg Thalmann Financial Services's MCK Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its McKesson (MCK) stake by 22% in Q4 2019, buying an estimated $439K and bringing the position to 17,087 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #899.

Ladenburg Thalmann Financial Services first reported a position in MCK in Q2 2013 and has held it in 27 quarters since. The position peaked at $4.53M in Q2 2015. 863 funds tracked by Wall St. Rank hold MCK as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 17,087 shares of McKesson worth $1.9M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 3,104 McKesson shares in Q4 2019, an estimated $439K.
  • McKesson made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #899 holding.
  • Ladenburg Thalmann Financial Services first reported a position in McKesson in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's McKesson position peaked at $4.53M in Q2 2015.
  • 863 funds tracked by Wall St. Rank held McKesson as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.