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Sargent Bickham Lagudis’s McKesson MCK Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$21.4K Hold
57
– – ﹤0.01% 593
2022
Q3 		$19K Hold
57
– – ﹤0.01% 581
2022
Q2 		$19K Buy
+57
New +$18.2K ﹤0.01% 602
2021
Q1 		– Sell
-15
Closed -$3K – 962
2020
Q4 		$3K Hold
15
– – ﹤0.01% 785
2020
Q3 		$2K Hold
15
– – ﹤0.01% 734
2020
Q2 		$2K Hold
15
– – ﹤0.01% 716
2020
Q1 		$2K Buy
+15
New +$2.2K ﹤0.01% 708
2016
Q4 		– Sell
-30
Closed -$5 – 734
2016
Q3 		$5 Sell
30
-30
-50% -$5.59K ﹤0.01% 645
2016
Q2 		$11K Buy
60
+30
+100% +$5.26K ﹤0.01% 535
2016
Q1 		$5K Buy
+30
New +$4.85K ﹤0.01% 628

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Sargent Bickham Lagudis's MCK Position: Q4 2022 in Review

Sargent Bickham Lagudis held its McKesson (MCK) position steady in Q4 2022 at 57 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Sargent Bickham Lagudis first reported a position in MCK in Q1 2016 and has held it in 10 quarters since. 1,288 funds tracked by Wall St. Rank hold MCK as of Q4 2022.

  • Sargent Bickham Lagudis held 57 shares of McKesson worth $21.4K as of Q4 2022.
  • Sargent Bickham Lagudis left its McKesson share count unchanged in Q4 2022.
  • McKesson made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #593 holding.
  • Sargent Bickham Lagudis first reported a position in McKesson in Q1 2016 and has held it in 10 quarters since.
  • 1,288 funds tracked by Wall St. Rank held McKesson as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.