LWM
MCK icon

Lyell Wealth Management’s McKesson MCK Stock Holding History

Lyell Wealth 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
2017
Q2 		– Sell
-1,792
Closed -$266K – 105
2017
Q1 		$266K Sell
1,792
-400
-18% -$58.6K 0.14% 91
2016
Q4 		$308K Buy
+2,192
New +$322K 0.19% 82

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lyell Wealth Management's MCK Position: Q2 2017 in Review

Lyell Wealth Management sold out of McKesson (MCK) in Q2 2017, closing a stake of 1,792 shares — an estimated $266K sold.

Lyell Wealth Management first reported a position in MCK in Q4 2016 and held it in 2 quarters. The position peaked at $308K in Q4 2016. 909 funds tracked by Wall St. Rank hold MCK as of Q2 2017.

  • Lyell Wealth Management reported no remaining McKesson position as of Q2 2017 after selling out during the quarter.
  • Lyell Wealth Management sold 1,792 McKesson shares in Q2 2017, an estimated $266K.
  • Lyell Wealth Management first reported a position in McKesson in Q4 2016 and held it in 2 quarters.
  • Lyell Wealth Management's McKesson position peaked at $308K in Q4 2016.
  • 909 funds tracked by Wall St. Rank held McKesson as of Q2 2017.

Based on Lyell Wealth Management's 13F filing for Q2 2017, filed 27 Jul 2017.