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Rand Wealth’s McKesson MCK Stock Holding History

Rand 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
Q2 		– Sell
-2,424
Closed -$341K – 232
2018
Q1 		$341K Sell
2,424
-1,493
-38% -$233K 0.04% 187
2017
Q4 		$611K Sell
3,917
-8,560
-69% -$1.27M 0.07% 165
2017
Q3 		$1.92M Sell
12,477
-460
-4% -$71.8K 0.22% 105
2017
Q2 		$2.13M Sell
12,937
-7,690
-37% -$1.17M 0.29% 97
2017
Q1 		$3.06M Sell
20,627
-165
-0.8% -$24.2K 0.37% 80
2016
Q4 		$2.92M Sell
20,792
-1,271
-6% -$187K 0.37% 74
2016
Q3 		$3.68M Sell
22,063
-1,885
-8% -$351K 0.48% 63
2016
Q2 		$4.47M Buy
23,948
+575
+2% +$101K 0.6% 55
2016
Q1 		$3.67M Sell
23,373
-3,271
-12% -$529K 0.51% 61
2015
Q4 		$5.25M Sell
26,644
-802
-3% -$151K 0.74% 42
2015
Q3 		$5.08M Buy
27,446
+7,608
+38% +$1.61M 0.74% 45
2015
Q2 		$4.46M Sell
19,838
-1,570
-7% -$363K 0.6% 45
2015
Q1 		$4.84M Buy
21,408
+1,320
+7% +$293K 0.65% 44
2014
Q4 		$4.4M Sell
20,088
-310
-2% -$63K 0.6% 50
2014
Q3 		$3.97M Buy
20,398
+10,949
+116% +$2.11M 0.58% 47
2014
Q2 		$1.76M Sell
9,449
-570
-6% -$101K 0.25% 94
2014
Q1 		$1.77M Buy
10,019
+55
+0.6% +$9.61K 0.31% 87
2013
Q4 		$1.61M Sell
9,964
-4,251
-30% -$653K 0.28% 90
2013
Q3 		$1.82M Sell
14,215
-305
-2% -$37.5K 0.36% 77
2013
Q2 		$1.66M Buy
+14,520
New +$1.62M 0.36% 77

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Rand Wealth's MCK Position: Q2 2018 in Review

Rand Wealth sold out of McKesson (MCK) in Q2 2018, closing a stake of 2,424 shares — an estimated $341K sold.

Rand Wealth first reported a position in MCK in Q2 2013 and held it in 20 quarters. The position peaked at $5.25M in Q4 2015. 904 funds tracked by Wall St. Rank hold MCK as of Q2 2018.

  • Rand Wealth reported no remaining McKesson position as of Q2 2018 after selling out during the quarter.
  • Rand Wealth sold 2,424 McKesson shares in Q2 2018, an estimated $341K.
  • Rand Wealth first reported a position in McKesson in Q2 2013 and held it in 20 quarters.
  • Rand Wealth's McKesson position peaked at $5.25M in Q4 2015.
  • 904 funds tracked by Wall St. Rank held McKesson as of Q2 2018.

Based on Rand Wealth's 13F filing for Q2 2018, filed 17 Jul 2018.