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Lipe & Dalton’s McKesson MCK Stock Holding History

Lipe & Dalton’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
Q2 		– Sell
-17,948
Closed -$5.49M – 102
2022
Q1 		$5.49M Sell
17,948
-567
-3% -$154K 2.68% 15
2021
Q4 		$4.6M Sell
18,515
-50
-0.3% -$11K 2.18% 14
2021
Q3 		$3.7M Buy
18,565
+685
+4% +$137K 1.9% 20
2021
Q2 		$3.42M Sell
17,880
-30
-0.2% -$5.79K 1.78% 22
2021
Q1 		$3.49M Sell
17,910
-140
-0.8% -$25.6K 1.94% 21
2020
Q4 		$3.14M Sell
18,050
-5,590
-24% -$931K 1.93% 24
2020
Q3 		$3.52M Sell
23,640
-170
-0.7% -$25.8K 2.45% 13
2020
Q2 		$3.65M Sell
23,810
-210
-0.9% -$30.3K 2.65% 13
2020
Q1 		$3.25M Buy
24,020
+18,065
+303% +$2.65M 2.75% 15
2019
Q4 		$824K Buy
5,955
+820
+16% +$116K 0.55% 46
2019
Q3 		$702K Sell
5,135
-85
-2% -$12.1K 0.51% 47
2019
Q2 		$702K Sell
5,220
-370
-7% -$46.1K 0.5% 45
2019
Q1 		$654K Sell
5,590
-1,740
-24% -$215K 0.48% 44
2018
Q4 		$810K Sell
7,330
-6,285
-46% -$784K 0.66% 44
2018
Q3 		$1.81M Sell
13,615
-15
-0.1% -$1.96K 1.23% 33
2018
Q2 		$1.82M Buy
13,630
+345
+3% +$50.5K 1.34% 31
2018
Q1 		$1.87M Buy
13,285
+1,005
+8% +$157K 1.34% 30
2017
Q4 		$1.92M Buy
12,280
+5,145
+72% +$762K 1.32% 30
2017
Q3 		$1.1M Buy
+7,135
New +$1.11M 0.77% 36

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Lipe & Dalton's MCK Position: Q2 2022 in Review

Lipe & Dalton sold out of McKesson (MCK) in Q2 2022, closing a stake of 17,948 shares — an estimated $5.49M sold.

Lipe & Dalton first reported a position in MCK in Q3 2017 and held it in 19 quarters. The position peaked at $5.49M in Q1 2022. 1,167 funds tracked by Wall St. Rank hold MCK as of Q2 2022.

  • Lipe & Dalton reported no remaining McKesson position as of Q2 2022 after selling out during the quarter.
  • Lipe & Dalton sold 17,948 McKesson shares in Q2 2022, an estimated $5.49M.
  • Lipe & Dalton first reported a position in McKesson in Q3 2017 and held it in 19 quarters.
  • Lipe & Dalton's McKesson position peaked at $5.49M in Q1 2022.
  • 1,167 funds tracked by Wall St. Rank held McKesson as of Q2 2022.

Based on Lipe & Dalton's 13F filing for Q2 2022, filed 1 Aug 2022.