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Newfound Research’s McKesson MCK Stock Holding History

Newfound Research’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
Q2 		– Sell
-2
Closed – – 136
2020
Q1 		$0 Hold
2
– – ﹤0.01% 155
2019
Q4 		$0 Hold
2
– – ﹤0.01% 187
2019
Q3 		$0 Hold
2
– – ﹤0.01% 195
2019
Q2 		$0 Hold
2
– – ﹤0.01% 193
2019
Q1 		$0 Hold
2
– – ﹤0.01% 191
2018
Q4 		$0 Hold
2
– – ﹤0.01% 178
2018
Q3 		$0 Hold
2
– – ﹤0.01% 205
2018
Q2 		$0 Hold
2
– – ﹤0.01% 194
2018
Q1 		$0 Sell
2
-3
-60% -$467 ﹤0.01% 224
2017
Q4 		$1K Buy
5
+1
+25% +$148 ﹤0.01% 152
2017
Q3 		$1K Buy
4
+1
+33% +$156 ﹤0.01% 148
2017
Q2 		$0 Hold
3
– – ﹤0.01% 205
2017
Q1 		$0 Buy
3
+1
+50% +$146 ﹤0.01% 202
2016
Q4 		$0 Buy
2
+1
+100% +$147 ﹤0.01% 168
2016
Q3 		$0 Sell
1
-1
-50% -$186 ﹤0.01% 169
2016
Q2 		$0 Buy
+2
New +$351 ﹤0.01% 165

Other funds holding MCK

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Newfound Research's MCK Position: Q2 2020 in Review

Newfound Research sold out of McKesson (MCK) in Q2 2020, closing a stake of 2 shares.

Newfound Research first reported a position in MCK in Q2 2016 and held it in 16 quarters. The position peaked at $1K in Q4 2017. 863 funds tracked by Wall St. Rank hold MCK as of Q2 2020.

  • Newfound Research reported no remaining McKesson position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 2 McKesson shares in Q2 2020.
  • Newfound Research first reported a position in McKesson in Q2 2016 and held it in 16 quarters.
  • Newfound Research's McKesson position peaked at $1K in Q4 2017.
  • 863 funds tracked by Wall St. Rank held McKesson as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.