LifePlan Financial Group’s McKesson MCK Stock Holding History

LifePlan Financial Group’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 Q3	$6K	Hold	38	–	–	﹤0.01%	461
2020 Q2	$6K	Hold	38	–	–	﹤0.01%	461
2020 Q1	$5K	Hold	38	–	–	﹤0.01%	453
2019 Q4	$5K	Hold	38	–	–	﹤0.01%	468
2019 Q3	$5K	Hold	38	–	–	﹤0.01%	461
2019 Q2	$5K	Hold	38	–	–	﹤0.01%	458
2019 Q1	$4K	Hold	38	–	–	﹤0.01%	475
2018 Q4	$4K	Hold	38	–	–	﹤0.01%	462
2018 Q3	$5K	Hold	38	–	–	﹤0.01%	446
2018 Q2	$5K	Hold	38	–	–	﹤0.01%	430
2018 Q1	$5K	Buy	+38	New	+$5.92K	﹤0.01%	416

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

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

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

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

LifePlan Financial Group's MCK Position: Q3 2020 in Review

LifePlan Financial Group held its McKesson (MCK) position steady in Q3 2020 at 38 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

LifePlan Financial Group first reported a position in MCK in Q1 2018 and has held it in 11 quarters since. 877 funds tracked by Wall St. Rank hold MCK as of Q3 2020.

LifePlan Financial Group held 38 shares of McKesson worth $6K as of Q3 2020.
LifePlan Financial Group left its McKesson share count unchanged in Q3 2020.
McKesson made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #461 holding.
LifePlan Financial Group first reported a position in McKesson in Q1 2018 and has held it in 11 quarters since.
877 funds tracked by Wall St. Rank held McKesson as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.