Planning Directions’s McKesson MCK Stock Holding History

Planning Directions’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 Q2	–	Sell	-2,571	Closed	-$348K	–	84
2020 Q1	$348K	Buy	+2,571	New	+$377K	0.49%	44

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Planning Directions's MCK Position: Q2 2020 in Review

Planning Directions sold out of McKesson (MCK) in Q2 2020, closing a stake of 2,571 shares — an estimated $348K sold.

Planning Directions first reported a position in MCK in Q1 2020 and held it in 1 quarter. The position peaked at $348K in Q1 2020. 863 funds tracked by Wall St. Rank hold MCK as of Q2 2020.

Planning Directions reported no remaining McKesson position as of Q2 2020 after selling out during the quarter.
Planning Directions sold 2,571 McKesson shares in Q2 2020, an estimated $348K.
Planning Directions first reported a position in McKesson in Q1 2020 and held it in 1 quarter.
Planning Directions's McKesson position peaked at $348K in Q1 2020.
863 funds tracked by Wall St. Rank held McKesson as of Q2 2020.

Based on Planning Directions's 13F filing for Q2 2020, filed 21 Jul 2020.