Lenox Wealth Advisors’s McKesson MCK Stock Holding History

Lenox Wealth 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
2022 Q1	$8K	Buy	26 +6	+30%	+$1.63K	﹤0.01%	518
2021 Q4	$5K	Buy	20 +7	+54%	+$1.54K	﹤0.01%	604
2021 Q3	$3K	Buy	13 +4	+44%	+$800	﹤0.01%	604
2021 Q2	$2K	Buy	9 +1	+13%	+$193	﹤0.01%	646
2021 Q1	$2K	Sell	8 -38	-83%	-$6.94K	﹤0.01%	616
2020 Q4	$8K	Hold	46	–	–	﹤0.01%	454
2020 Q3	$7K	Sell	46 -24	-34%	-$3.64K	﹤0.01%	413
2020 Q2	$11K	Buy	70 +38	+119%	+$5.49K	﹤0.01%	367
2020 Q1	$4K	Buy	32 +24	+300%	+$3.52K	﹤0.01%	457
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	688
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	586
2019 Q2	$1K	Sell	8 -43	-84%	-$5.36K	﹤0.01%	389
2019 Q1	$6K	Buy	+51	New	+$6.29K	﹤0.01%	336
2017 Q1	–	Sell	-262	Closed	-$37K	–	101
2016 Q4	$37K	Hold	262	–	–	0.01%	60
2016 Q3	$44K	Hold	262	–	–	0.01%	94
2016 Q2	$49K	Hold	262	–	–	0.01%	88
2016 Q1	$41K	Hold	262	–	–	0.01%	100
2015 Q4	$52K	Hold	262	–	–	0.02%	86
2015 Q3	$48K	Buy	262 +131	+100%	+$27.8K	0.02%	87
2015 Q2	$29K	Sell	131 -131	-50%	-$30.3K	0.01%	85
2015 Q1	$59K	Hold	262	–	–	0.02%	74
2014 Q4	$54K	Hold	262	–	–	0.02%	77
2014 Q3	$51K	Sell	262 -58	-18%	-$11.2K	0.02%	74
2014 Q2	$60K	Buy	320 +58	+22%	+$10.3K	0.03%	55
2014 Q1	$46K	Buy	+262	New	+$45.8K	0.03%	58
2013 Q3	–	Sell	-90	Closed	-$10K	–	275
2013 Q2	$10K	Buy	+90	New	+$10K	0.01%	113

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Lenox Wealth Advisors's MCK Position: Q1 2022 in Review

Lenox Wealth Advisors increased its McKesson (MCK) stake by 30% in Q1 2022, buying an estimated $1.63K and bringing the position to 26 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Lenox Wealth Advisors first reported a position in MCK in Q2 2013 and has held it in 26 quarters since. The position peaked at $60K in Q2 2014. 1,140 funds tracked by Wall St. Rank hold MCK as of Q1 2022.

Lenox Wealth Advisors held 26 shares of McKesson worth $8K as of Q1 2022.
Lenox Wealth Advisors bought 6 McKesson shares in Q1 2022, an estimated $1.63K.
McKesson made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #518 holding.
Lenox Wealth Advisors first reported a position in McKesson in Q2 2013 and has held it in 26 quarters since.
Lenox Wealth Advisors's McKesson position peaked at $60K in Q2 2014.
1,140 funds tracked by Wall St. Rank held McKesson as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.