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Optimal Asset Management’s McKesson MCK Stock Holding History

Optimal Asset 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
2021
Q3 		$448K Buy
2,246
+27
+1% +$5.4K 0.06% 312
2021
Q2 		$424K Hold
2,219
– – 0.05% 318
2021
Q1 		$433K Sell
2,219
-4,100
-65% -$748K 0.06% 309
2020
Q4 		$1.1M Hold
6,319
– – 0.16% 220
2020
Q3 		$941K Buy
6,319
+995
+19% +$151K 0.14% 239
2020
Q2 		$817K Buy
5,324
+1,119
+27% +$162K 0.13% 246
2020
Q1 		$569 Buy
4,205
+2,194
+109% +$321K 0.05% 343
2019
Q4 		$278K Buy
+2,011
New +$284K 0.04% 373

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimal Asset Management's MCK Position: Q3 2021 in Review

Optimal Asset Management increased its McKesson (MCK) stake by 1.2% in Q3 2021, buying an estimated $5.4K and bringing the position to 2,246 shares worth $448K. The position accounts for 0.06% of the portfolio, ranked #312.

Optimal Asset Management first reported a position in MCK in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.1M in Q4 2020. 967 funds tracked by Wall St. Rank hold MCK as of Q3 2021.

  • Optimal Asset Management held 2,246 shares of McKesson worth $448K as of Q3 2021.
  • Optimal Asset Management bought 27 McKesson shares in Q3 2021, an estimated $5.4K.
  • McKesson made up 0.06% of Optimal Asset Management's portfolio in Q3 2021, its #312 holding.
  • Optimal Asset Management first reported a position in McKesson in Q4 2019 and has held it in 8 quarters since.
  • Optimal Asset Management's McKesson position peaked at $1.1M in Q4 2020.
  • 967 funds tracked by Wall St. Rank held McKesson as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.