Naviter Wealth’s McKesson MCK Stock Holding History

Naviter Wealth’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
2024 Q1	–	Sell	-595	Closed	-$276K	–	243
2023 Q4	$276K	Buy	+595	New	+$271K	0.06%	191

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Naviter Wealth's MCK Position: Q1 2024 in Review

Naviter Wealth sold out of McKesson (MCK) in Q1 2024, closing a stake of 595 shares — an estimated $276K sold.

Naviter Wealth first reported a position in MCK in Q4 2023 and held it in 1 quarter. The position peaked at $276K in Q4 2023. 1,564 funds tracked by Wall St. Rank hold MCK as of Q1 2024.

Naviter Wealth reported no remaining McKesson position as of Q1 2024 after selling out during the quarter.
Naviter Wealth sold 595 McKesson shares in Q1 2024, an estimated $276K.
Naviter Wealth first reported a position in McKesson in Q4 2023 and held it in 1 quarter.
Naviter Wealth's McKesson position peaked at $276K in Q4 2023.
1,564 funds tracked by Wall St. Rank held McKesson as of Q1 2024.

Based on Naviter Wealth's 13F filing for Q1 2024, filed 18 Apr 2024.