Shine Investment Advisory Services’s McKesson MCK Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$22K	Sell	149 -167	-53%	-$25.4K	0.01%	435
2020 Q2	$48K	Buy	+316	New	+$45.6K	0.02%	295
2019 Q4	–	Sell	-30	Closed	-$4K	–	761
2019 Q3	$4K	Buy	+30	New	+$4.25K	﹤0.01%	671
2017 Q4	–	Sell	-30	Closed	-$5K	–	671
2017 Q3	$5K	Buy	+30	New	+$4.68K	﹤0.01%	607

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shine Investment Advisory Services's MCK Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its McKesson (MCK) stake by 53% in Q3 2020, selling an estimated $25.4K and leaving 149 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #435.

Shine Investment Advisory Services first reported a position in MCK in Q3 2017 and has held it in 4 quarters since. The position peaked at $48K in Q2 2020. 878 funds tracked by Wall St. Rank hold MCK as of Q3 2020.

Shine Investment Advisory Services held 149 shares of McKesson worth $22K as of Q3 2020.
Shine Investment Advisory Services sold 167 McKesson shares in Q3 2020, an estimated $25.4K.
McKesson made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #435 holding.
Shine Investment Advisory Services first reported a position in McKesson in Q3 2017 and has held it in 4 quarters since.
Shine Investment Advisory Services's McKesson position peaked at $48K in Q2 2020.
878 funds tracked by Wall St. Rank held McKesson as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.