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NewFocus Financial Group’s McKesson MCK Stock Holding History

NewFocus 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
Q4 		$2.15M Buy
12,366
+1,964
+19% +$327K 0.63% 47
2020
Q3 		$1.55M Buy
+10,402
New +$1.58M 0.52% 51

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewFocus Financial Group's MCK Position: Q4 2020 in Review

NewFocus Financial Group increased its McKesson (MCK) stake by 19% in Q4 2020, buying an estimated $327K and bringing the position to 12,366 shares worth $2.15M. The position accounts for 0.63% of the portfolio, ranked #47.

NewFocus Financial Group first reported a position in MCK in Q3 2020 and has held it in 2 quarters since. 962 funds tracked by Wall St. Rank hold MCK as of Q4 2020.

  • NewFocus Financial Group held 12,366 shares of McKesson worth $2.15M as of Q4 2020.
  • NewFocus Financial Group bought 1,964 McKesson shares in Q4 2020, an estimated $327K.
  • McKesson made up 0.63% of NewFocus Financial Group's portfolio in Q4 2020, its #47 holding.
  • NewFocus Financial Group first reported a position in McKesson in Q3 2020 and has held it in 2 quarters since.
  • 962 funds tracked by Wall St. Rank held McKesson as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.