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Safeguard Investment Advisory Group’s McKesson MCK Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-137
Closed -$23K – 448
2020
Q4 		$23K Buy
+137
New +$22.8K 0.02% 288

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Safeguard Investment Advisory Group's MCK Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of McKesson (MCK) in Q1 2021, closing a stake of 137 shares — an estimated $23K sold.

Safeguard Investment Advisory Group first reported a position in MCK in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 971 funds tracked by Wall St. Rank hold MCK as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining McKesson position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 137 McKesson shares in Q1 2021, an estimated $23K.
  • Safeguard Investment Advisory Group first reported a position in McKesson in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's McKesson position peaked at $23K in Q4 2020.
  • 971 funds tracked by Wall St. Rank held McKesson as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.