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NuWave Investment Management’s McKesson MCK Stock Holding History

NuWave Investment 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
2022
Q3 		$763K Buy
+2,244
New +$779K 0.87% 18
2021
Q3 		– Sell
-180
Closed -$34K – 382
2021
Q2 		$34K Buy
+180
New +$34.8K 0.04% 281
2021
Q1 		– Sell
-526
Closed -$91K – 370
2020
Q4 		$91K Sell
526
-293
-36% -$48.8K 0.12% 194
2020
Q3 		$122K Buy
819
+791
+2,825% +$120K 0.19% 149
2020
Q2 		$4K Sell
28
-927
-97% -$134K 0.01% 375
2020
Q1 		$129K Sell
955
-843
-47% -$123K 0.28% 86
2019
Q4 		$249K Buy
1,798
+1,749
+3,569% +$247K 0.24% 147
2019
Q3 		$7K Sell
49
-151
-76% -$21.4K 0.01% 368
2019
Q2 		$27K Sell
200
-3,455
-95% -$431K 0.03% 271
2019
Q1 		$428K Buy
3,655
+3,532
+2,872% +$436K 0.5% 67
2018
Q4 		$14K Buy
+123
New +$15.3K 0.02% 249
2018
Q3 		– Sell
-8
Closed -$1K – 423
2018
Q2 		$1K Sell
8
-468
-98% -$68.4K ﹤0.01% 338
2018
Q1 		$67K Buy
+476
New +$74.2K 0.11% 177
2014
Q3 		– Sell
-628
Closed -$117K – 326
2014
Q2 		$117K Buy
628
+550
+705% +$97.9K 0.3% 124
2014
Q1 		$14K Sell
78
-3,898
-98% -$681K 0.04% 214
2013
Q4 		$642K Buy
3,976
+2,983
+300% +$458K 0.57% 67
2013
Q3 		$127K Sell
993
-1,161
-54% -$143K 0.12% 166
2013
Q2 		$247K Buy
+2,154
New +$240K 0.27% 112

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

NuWave Investment Management's MCK Position: Q3 2022 in Review

NuWave Investment Management opened a new position in McKesson (MCK) in Q3 2022: 2,244 shares worth $763K. The stake represents 0.87% of the portfolio and ranks #18 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in MCK as recently as Q2 2021.

NuWave Investment Management first reported a position in MCK in Q2 2013 and has held it in 18 quarters since. 1,196 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

  • NuWave Investment Management held 2,244 shares of McKesson worth $763K as of Q3 2022.
  • McKesson was a new NuWave Investment Management position in Q3 2022.
  • McKesson made up 0.87% of NuWave Investment Management's portfolio in Q3 2022, its #18 holding.
  • NuWave Investment Management first reported a position in McKesson in Q2 2013 and has held it in 18 quarters since.
  • 1,196 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.