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Sageworth Trust’s McKesson MCK Stock Holding History

Sageworth Trust’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
Q1 		– Sell
-6
Closed -$2K – 551
2022
Q4 		$2K Buy
+6
New +$2.24K ﹤0.01% 359
2020
Q3 		– Sell
-1
Closed – – 290
2020
Q2 		$0 Buy
+1
New +$144 ﹤0.01% 295
2018
Q2 		– Sell
-59
Closed -$8K – 178
2018
Q1 		$8K Buy
+59
New +$9.19K ﹤0.01% 105

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Sageworth Trust's MCK Position: Q1 2023 in Review

Sageworth Trust sold out of McKesson (MCK) in Q1 2023, closing a stake of 6 shares — an estimated $2K sold.

Sageworth Trust first reported a position in MCK in Q1 2018 and held it in 3 quarters. The position peaked at $8K in Q1 2018. 1,265 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

  • Sageworth Trust reported no remaining McKesson position as of Q1 2023 after selling out during the quarter.
  • Sageworth Trust sold 6 McKesson shares in Q1 2023, an estimated $2K.
  • Sageworth Trust first reported a position in McKesson in Q1 2018 and held it in 3 quarters.
  • Sageworth Trust's McKesson position peaked at $8K in Q1 2018.
  • 1,265 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.