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Rowland Carmichael Advisors’s McKesson MCK Stock Holding History

Rowland Carmichael 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
2019
Q3 		– Sell
-1,515
Closed -$204K – 356
2019
Q2 		$204K Buy
+1,515
New +$189K 0.07% 255
2018
Q4 		– Sell
-2,415
Closed -$320K – 341
2018
Q3 		$320K Hold
2,415
– – 0.12% 190
2018
Q2 		$322K Hold
2,415
– – 0.14% 185
2018
Q1 		$340K Hold
2,415
– – 0.19% 162
2017
Q4 		$377K Hold
2,415
– – 0.19% 155
2017
Q3 		$371K Hold
2,415
– – 0.21% 152
2017
Q2 		$397K Hold
2,415
– – 0.23% 137
2017
Q1 		$358K Sell
2,415
-100
-4% -$14.6K 0.22% 138
2016
Q4 		$353K Hold
2,515
– – 0.21% 149
2016
Q3 		$419K Hold
2,515
– – 0.27% 119
2016
Q2 		$469K Buy
+2,515
New +$441K 0.3% 111

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Rowland Carmichael Advisors's MCK Position: Q3 2019 in Review

Rowland Carmichael Advisors sold out of McKesson (MCK) in Q3 2019, closing a stake of 1,515 shares — an estimated $204K sold.

Rowland Carmichael Advisors first reported a position in MCK in Q2 2016 and held it in 11 quarters. The position peaked at $469K in Q2 2016. 838 funds tracked by Wall St. Rank hold MCK as of Q3 2019.

  • Rowland Carmichael Advisors reported no remaining McKesson position as of Q3 2019 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 1,515 McKesson shares in Q3 2019, an estimated $204K.
  • Rowland Carmichael Advisors first reported a position in McKesson in Q2 2016 and held it in 11 quarters.
  • Rowland Carmichael Advisors's McKesson position peaked at $469K in Q2 2016.
  • 838 funds tracked by Wall St. Rank held McKesson as of Q3 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2019, filed 10 Feb 2020.