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Point View Wealth Management’s McKesson MCK Stock Holding History

Point View Wealth 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
2020
Q4 		$1.18M Sell
6,765
-1,286
-16% -$214K 0.48% 64
2020
Q3 		$1.2M Sell
8,051
-225
-3% -$34.2K 0.57% 52
2020
Q2 		$1.27M Buy
8,276
+106
+1% +$15.3K 0.61% 50
2020
Q1 		$1.1M Sell
8,170
-163
-2% -$23.9K 0.61% 50
2019
Q4 		$1.15M Sell
8,333
-781
-9% -$110K 0.48% 68
2019
Q3 		$1.25M Sell
9,114
-708
-7% -$100K 0.56% 58
2019
Q2 		$1.32M Buy
9,822
+426
+5% +$53.1K 0.56% 58
2019
Q1 		$1.1M Sell
9,396
-981
-9% -$121K 0.49% 69
2018
Q4 		$1.15M Buy
10,377
+3,200
+45% +$399K 0.58% 57
2018
Q3 		$952K Buy
7,177
+852
+13% +$111K 0.42% 77
2018
Q2 		$844K Buy
6,325
+110
+2% +$16.1K 0.39% 87
2018
Q1 		$876K Buy
6,215
+585
+10% +$91.1K 0.42% 81
2017
Q4 		$878K Buy
5,630
+620
+12% +$91.8K 0.42% 83
2017
Q3 		$770K Buy
5,010
+205
+4% +$32K 0.37% 97
2017
Q2 		$791K Buy
4,805
+62
+1% +$9.4K 0.39% 92
2017
Q1 		$703K Buy
4,743
+463
+11% +$67.8K 0.36% 99
2016
Q4 		$601K Buy
4,280
+542
+14% +$79.7K 0.35% 104
2016
Q3 		$623K Hold
3,738
– – 0.37% 103
2016
Q2 		$698K Hold
3,738
– – 0.42% 84
2016
Q1 		$588K Buy
3,738
+384
+11% +$62K 0.38% 98
2015
Q4 		$662K Buy
3,354
+758
+29% +$143K 0.48% 80
2015
Q3 		$480K Buy
+2,596
New +$550K 0.38% 94
2015
Q2 		– Sell
-2,564
Closed -$580K – 207
2015
Q1 		$580K Sell
2,564
-39
-1% -$8.65K 0.45% 79
2014
Q4 		$540K Sell
2,603
-38
-1% -$7.72K 0.4% 84
2014
Q3 		$514K Hold
2,641
– – 0.44% 84
2014
Q2 		$492K Sell
2,641
-1,219
-32% -$217K 0.43% 85
2014
Q1 		$682K Sell
3,860
-43
-1% -$7.51K 0.62% 54
2013
Q4 		$630K Buy
+3,903
New +$599K 0.6% 57

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point View Wealth Management's MCK Position: Q4 2020 in Review

Point View Wealth Management reduced its McKesson (MCK) stake by 16% in Q4 2020, selling an estimated $214K and leaving 6,765 shares worth $1.18M. The position accounts for 0.48% of the portfolio, ranked #64.

Point View Wealth Management first reported a position in MCK in Q4 2013 and has held it in 28 quarters since. The position peaked at $1.32M in Q2 2019. 961 funds tracked by Wall St. Rank hold MCK as of Q4 2020.

  • Point View Wealth Management held 6,765 shares of McKesson worth $1.18M as of Q4 2020.
  • Point View Wealth Management sold 1,286 McKesson shares in Q4 2020, an estimated $214K.
  • McKesson made up 0.48% of Point View Wealth Management's portfolio in Q4 2020, its #64 holding.
  • Point View Wealth Management first reported a position in McKesson in Q4 2013 and has held it in 28 quarters since.
  • Point View Wealth Management's McKesson position peaked at $1.32M in Q2 2019.
  • 961 funds tracked by Wall St. Rank held McKesson as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.