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Optima Fund Management’s McKesson MCK Stock Holding History

Optima Fund 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
2019
Q2 		$1.23M Sell
9,125
-1,243
-12% -$155K 2.09% 12
2019
Q1 		$1.21M Sell
10,368
-407
-4% -$50.2K 1.67% 36
2018
Q4 		$1.19M Buy
+10,775
New +$1.34M 1.93% 30

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

Optima Fund Management's MCK Position: Q2 2019 in Review

Optima Fund Management reduced its McKesson (MCK) stake by 12% in Q2 2019, selling an estimated $155K and leaving 9,125 shares worth $1.23M. The position accounts for 2.09% of the portfolio, ranked #12.

Optima Fund Management first reported a position in MCK in Q4 2018 and has held it in 3 quarters since. 841 funds tracked by Wall St. Rank hold MCK as of Q2 2019.

  • Optima Fund Management held 9,125 shares of McKesson worth $1.23M as of Q2 2019.
  • Optima Fund Management sold 1,243 McKesson shares in Q2 2019, an estimated $155K.
  • McKesson made up 2.09% of Optima Fund Management's portfolio in Q2 2019, its #12 holding.
  • Optima Fund Management first reported a position in McKesson in Q4 2018 and has held it in 3 quarters since.
  • 841 funds tracked by Wall St. Rank held McKesson as of Q2 2019.

Based on Optima Fund Management's 13F filing for Q2 2019, filed 14 Aug 2019.