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Oakbrook Investments’s McKesson MCK Stock Holding History

Oakbrook Investments’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
Q1 		– Sell
-7,500
Closed -$1.04M – 341
2019
Q4 		$1.04M Buy
7,500
+50
+0.7% +$7.07K 0.21% 115
2019
Q3 		$1.02M Buy
+7,450
New +$1.06M 0.07% 232
2019
Q2 		– Sell
-6,790
Closed -$795K – 634
2019
Q1 		$795K Sell
6,790
-7,465
-52% -$921K 0.05% 293
2018
Q4 		$1.57M Buy
+14,255
New +$1.78M 0.11% 143
2017
Q4 		– Sell
-16,675
Closed -$2.56M – 598
2017
Q3 		$2.56M Sell
16,675
-3,525
-17% -$550K 0.17% 111
2017
Q2 		$3.32M Sell
20,200
-1,975
-9% -$299K 0.22% 86
2017
Q1 		$3.29M Sell
22,175
-1,950
-8% -$286K 0.21% 85
2016
Q4 		$3.39M Sell
24,125
-3,650
-13% -$537K 0.22% 81
2016
Q3 		$4.63M Sell
27,775
-3,400
-11% -$634K 0.28% 72
2016
Q2 		$5.82M Buy
31,175
+4,250
+16% +$746K 0.32% 70
2016
Q1 		$4.23M Sell
26,925
-646
-2% -$104K 0.27% 78
2015
Q4 		$5.44M Sell
27,571
-1,555
-5% -$294K 0.35% 66
2015
Q3 		$5.39M Buy
29,126
+1,725
+6% +$366K 0.35% 63
2015
Q2 		$6.16M Sell
27,401
-6,525
-19% -$1.51M 0.38% 62
2015
Q1 		$7.67M Sell
33,926
-625
-2% -$139K 0.42% 58
2014
Q4 		$7.17M Sell
34,551
-2,175
-6% -$442K 0.39% 55
2014
Q3 		$7.15M Sell
36,726
-34,173
-48% -$6.58M 0.39% 64
2014
Q2 		$13.2M Buy
70,899
+34,300
+94% +$6.1M 0.4% 71
2014
Q1 		$6.46M Sell
36,599
-48,450
-57% -$8.47M 0.2% 119
2013
Q4 		$13.7M Sell
85,049
-4,299
-5% -$660K 0.38% 64
2013
Q3 		$11.5M Sell
89,348
-2,750
-3% -$338K 0.33% 79
2013
Q2 		$10.5M Buy
+92,098
New +$10.3M 0.31% 80

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oakbrook Investments's MCK Position: Q1 2020 in Review

Oakbrook Investments sold out of McKesson (MCK) in Q1 2020, closing a stake of 7,500 shares — an estimated $1.04M sold.

Oakbrook Investments first reported a position in MCK in Q2 2013 and held it in 22 quarters. The position peaked at $13.7M in Q4 2013. 864 funds tracked by Wall St. Rank hold MCK as of Q1 2020.

  • Oakbrook Investments reported no remaining McKesson position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 7,500 McKesson shares in Q1 2020, an estimated $1.04M.
  • Oakbrook Investments first reported a position in McKesson in Q2 2013 and held it in 22 quarters.
  • Oakbrook Investments's McKesson position peaked at $13.7M in Q4 2013.
  • 864 funds tracked by Wall St. Rank held McKesson as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.