Security National Bank of Sioux City Iowa’s McKesson MCK Stock Holding History

Security National Bank of Sioux City Iowa’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
2018 Q3	–	Sell	-9,001	Closed	-$1.2M	–	91
2018 Q2	$1.2M	Buy	9,001 +623	+7%	+$91.1K	1.13%	43
2018 Q1	$1.18M	Buy	8,378 +290	+4%	+$45.2K	1.11%	45
2017 Q4	$1.26M	Buy	8,088 +454	+6%	+$67.3K	1.14%	41
2017 Q3	$1.17M	Buy	7,634 +274	+4%	+$42.8K	1.15%	43
2017 Q2	$1.21M	Buy	7,360 +135	+2%	+$20.5K	1.19%	37
2017 Q1	$1.07M	Buy	7,225 +1,250	+21%	+$183K	1.06%	45
2016 Q4	$840K	Buy	5,975 +1,325	+28%	+$195K	0.87%	58
2016 Q3	$775K	Hold	4,650	–	–	0.87%	54
2016 Q2	$868K	Buy	4,650 +20	+0.4%	+$3.51K	0.98%	47
2016 Q1	$728K	Sell	4,630 -3,345	-42%	-$540K	0.85%	56
2015 Q4	$1.57M	Buy	7,975 +970	+14%	+$183K	1.56%	20
2015 Q3	$1.3M	Sell	7,005 -10	-0.1%	-$2.12K	1.52%	26
2015 Q2	$1.58M	Buy	+7,015	New	+$1.62M	1.72%	16

Other funds holding MCK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

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

Security National Bank of Sioux City Iowa's MCK Position: Q3 2018 in Review

Security National Bank of Sioux City Iowa sold out of McKesson (MCK) in Q3 2018, closing a stake of 9,001 shares — an estimated $1.2M sold.

Security National Bank of Sioux City Iowa first reported a position in MCK in Q2 2015 and held it in 13 quarters. The position peaked at $1.58M in Q2 2015. 852 funds tracked by Wall St. Rank hold MCK as of Q3 2018.

Security National Bank of Sioux City Iowa reported no remaining McKesson position as of Q3 2018 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 9,001 McKesson shares in Q3 2018, an estimated $1.2M.
Security National Bank of Sioux City Iowa first reported a position in McKesson in Q2 2015 and held it in 13 quarters.
Security National Bank of Sioux City Iowa's McKesson position peaked at $1.58M in Q2 2015.
852 funds tracked by Wall St. Rank held McKesson as of Q3 2018.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q3 2018, filed 14 Nov 2018.