Security National Bank of So Dak’s McKesson MCK Stock Holding History

Security National Bank of So Dak’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	-6,096	Closed	-$813K	–	87
2018 Q2	$813K	Buy	6,096 +135	+2%	+$19.7K	0.95%	49
2018 Q1	$839K	Buy	5,961 +680	+13%	+$106K	0.96%	46
2017 Q4	$824K	Sell	5,281 -488	-8%	-$72.3K	0.89%	48
2017 Q3	$886K	Buy	5,769 +308	+6%	+$48.1K	1.02%	47
2017 Q2	$899K	Buy	5,461 +165	+3%	+$25K	1.05%	45
2017 Q1	$785K	Buy	5,296 +1,218	+30%	+$178K	0.94%	49
2016 Q4	$573K	Sell	4,078 -1,276	-24%	-$188K	0.7%	59
2016 Q3	$893K	Buy	5,354 +305	+6%	+$56.9K	1.16%	43
2016 Q2	$942K	Buy	5,049 +105	+2%	+$18.4K	1.28%	38
2016 Q1	$778K	Buy	4,944 +2,370	+92%	+$383K	1.1%	47
2015 Q4	$507K	Sell	2,574 -2,039	-44%	-$385K	0.71%	56
2015 Q3	$854K	Buy	4,613 +40	+0.9%	+$8.48K	1.47%	31
2015 Q2	$1.03M	Buy	+4,573	New	+$1.06M	1.69%	24

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $3.77B AUM 9.63% 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 So Dak's MCK Position: Q3 2018 in Review

Security National Bank of So Dak sold out of McKesson (MCK) in Q3 2018, closing a stake of 6,096 shares — an estimated $813K sold.

Security National Bank of So Dak first reported a position in MCK in Q2 2015 and held it in 13 quarters. The position peaked at $1.03M in Q2 2015. 852 funds tracked by Wall St. Rank hold MCK as of Q3 2018.

Security National Bank of So Dak reported no remaining McKesson position as of Q3 2018 after selling out during the quarter.
Security National Bank of So Dak sold 6,096 McKesson shares in Q3 2018, an estimated $813K.
Security National Bank of So Dak first reported a position in McKesson in Q2 2015 and held it in 13 quarters.
Security National Bank of So Dak's McKesson position peaked at $1.03M in Q2 2015.
852 funds tracked by Wall St. Rank held McKesson as of Q3 2018.

Based on Security National Bank of So Dak's 13F filing for Q3 2018, filed 14 Nov 2018.