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Omnia Family Wealth’s McKesson MCK Stock Holding History

Omnia Family 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
2018
Q4 		– Sell
-14
Closed -$2K – 595
2018
Q3 		$2K Hold
14
– – ﹤0.01% 463
2018
Q2 		$2K Sell
14
-372
-96% -$54.4K ﹤0.01% 442
2018
Q1 		$55K Buy
386
+130
+51% +$20.3K 0.03% 147
2017
Q4 		$40K Buy
256
+242
+1,729% +$35.9K 0.02% 167
2017
Q3 		$2K Sell
14
-23
-62% -$3.59K ﹤0.01% 475
2017
Q2 		$6K Buy
37
+23
+164% +$3.49K ﹤0.01% 358
2017
Q1 		$2K Hold
14
– – ﹤0.01% 597
2016
Q4 		$2K Buy
+14
New +$2.06K ﹤0.01% 601

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Omnia Family Wealth's MCK Position: Q4 2018 in Review

Omnia Family Wealth sold out of McKesson (MCK) in Q4 2018, closing a stake of 14 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in MCK in Q4 2016 and held it in 8 quarters. The position peaked at $55K in Q1 2018. 855 funds tracked by Wall St. Rank hold MCK as of Q4 2018.

  • Omnia Family Wealth reported no remaining McKesson position as of Q4 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 14 McKesson shares in Q4 2018, an estimated $2K.
  • Omnia Family Wealth first reported a position in McKesson in Q4 2016 and held it in 8 quarters.
  • Omnia Family Wealth's McKesson position peaked at $55K in Q1 2018.
  • 855 funds tracked by Wall St. Rank held McKesson as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.