Safeguard Financial’s McKesson MCK Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-3	Closed	-$1K	–	353
2023 Q2	$1K	Buy	+3	New	+$1.15K	﹤0.01%	548

Other funds holding MCK

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

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Safeguard Financial's MCK Position: Q3 2023 in Review

Safeguard Financial sold out of McKesson (MCK) in Q3 2023, closing a stake of 3 shares — an estimated $1K sold.

Safeguard Financial first reported a position in MCK in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 1,347 funds tracked by Wall St. Rank hold MCK as of Q3 2023.

Safeguard Financial reported no remaining McKesson position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 3 McKesson shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in McKesson in Q2 2023 and held it in 1 quarter.
Safeguard Financial's McKesson position peaked at $1K in Q2 2023.
1,347 funds tracked by Wall St. Rank held McKesson as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.