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Realta Investment Advisors’s McKesson MCK Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-34
Closed -$5K – 945
2019
Q4 		$5K Sell
34
-1,170
-97% -$165K ﹤0.01% 1340
2019
Q3 		$166K Buy
1,204
+1,150
+2,130% +$163K 0.05% 369
2019
Q2 		$8K Buy
54
+39
+260% +$4.86K ﹤0.01% 1212
2019
Q1 		$2K Buy
+15
New +$1.85K ﹤0.01% 1220

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Realta Investment Advisors's MCK Position: Q1 2020 in Review

Realta Investment Advisors sold out of McKesson (MCK) in Q1 2020, closing a stake of 34 shares — an estimated $5K sold.

Realta Investment Advisors first reported a position in MCK in Q1 2019 and held it in 4 quarters. The position peaked at $166K in Q3 2019. 864 funds tracked by Wall St. Rank hold MCK as of Q1 2020.

  • Realta Investment Advisors reported no remaining McKesson position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 34 McKesson shares in Q1 2020, an estimated $5K.
  • Realta Investment Advisors first reported a position in McKesson in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's McKesson position peaked at $166K in Q3 2019.
  • 864 funds tracked by Wall St. Rank held McKesson as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.