Silicon Hills Wealth Management’s McKesson MCK Stock Holding History

Silicon Hills Wealth Management’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
2021 Q3	–	Sell	-5,392	Closed	-$1.03M	–	115
2021 Q2	$1.03M	Hold	5,392	–	–	0.8%	40
2021 Q1	$1.05M	Buy	5,392 +207	+4%	+$37.8K	0.95%	34
2020 Q4	$902K	Hold	5,185	–	–	0.82%	33
2020 Q3	$772K	Buy	5,185 +250	+5%	+$38K	0.8%	34
2020 Q2	$757K	Buy	+4,935	New	+$713K	0.91%	30

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

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

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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

Silicon Hills Wealth Management's MCK Position: Q3 2021 in Review

Silicon Hills Wealth Management sold out of McKesson (MCK) in Q3 2021, closing a stake of 5,392 shares — an estimated $1.03M sold.

Silicon Hills Wealth Management first reported a position in MCK in Q2 2020 and held it in 5 quarters. The position peaked at $1.05M in Q1 2021. 967 funds tracked by Wall St. Rank hold MCK as of Q3 2021.

Silicon Hills Wealth Management reported no remaining McKesson position as of Q3 2021 after selling out during the quarter.
Silicon Hills Wealth Management sold 5,392 McKesson shares in Q3 2021, an estimated $1.03M.
Silicon Hills Wealth Management first reported a position in McKesson in Q2 2020 and held it in 5 quarters.
Silicon Hills Wealth Management's McKesson position peaked at $1.05M in Q1 2021.
967 funds tracked by Wall St. Rank held McKesson as of Q3 2021.

Based on Silicon Hills Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.