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Simplicity Solutions’s McKesson MCK Stock Holding History

Simplicity Solutions’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
2023
Q4 		$13.7M Buy
29,508
+147
+0.5% +$66.8K 0.37% 46
2023
Q3 		$12.8M Buy
29,361
+6,705
+30% +$2.83M 0.41% 44
2023
Q2 		$9.68M Sell
22,656
-4,301
-16% -$1.65M 0.26% 73
2023
Q1 		$9.6M Buy
26,957
+24,507
+1,000% +$8.85M 0.25% 78
2022
Q4 		$919K Buy
2,450
+146
+6% +$54.5K 0.13% 209
2022
Q3 		$783K Sell
2,304
-45
-2% -$15.6K 0.11% 227
2022
Q2 		$766K Buy
2,349
+944
+67% +$302K 0.1% 223
2022
Q1 		$430K Sell
1,405
-1,371
-49% -$373K 0.05% 336
2021
Q4 		$690K Buy
2,776
+1,659
+149% +$364K 0.08% 311
2021
Q3 		$223K Buy
+1,117
New +$223K 0.03% 528
2021
Q1 		– Sell
-1,869
Closed -$325K – 786
2020
Q4 		$325K Sell
1,869
-139
-7% -$23.1K ﹤0.01% 768
2020
Q3 		$299K Sell
2,008
-1,672
-45% -$254K 0.01% 721
2020
Q2 		$564K Sell
3,680
-5,646
-61% -$815K 0.01% 613
2020
Q1 		$1.26M Sell
9,326
-156
-2% -$22.9K 0.04% 301
2019
Q4 		$1.31M Buy
9,482
+492
+5% +$69.5K 0.04% 327
2019
Q3 		$1.23M Buy
+8,990
New +$1.28M 0.05% 255
2016
Q1 		– Sell
-3,996
Closed -$788K – 375
2015
Q4 		$788K Buy
+3,996
New +$754K 0.09% 325

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Simplicity Solutions's MCK Position: Q4 2023 in Review

Simplicity Solutions increased its McKesson (MCK) stake by 0.5% in Q4 2023, buying an estimated $66.8K and bringing the position to 29,508 shares worth $13.7M. The position accounts for 0.37% of the portfolio, ranked #46.

Simplicity Solutions first reported a position in MCK in Q4 2015 and has held it in 17 quarters since. 1,483 funds tracked by Wall St. Rank hold MCK as of Q4 2023.

  • Simplicity Solutions held 29,508 shares of McKesson worth $13.7M as of Q4 2023.
  • Simplicity Solutions bought 147 McKesson shares in Q4 2023, an estimated $66.8K.
  • McKesson made up 0.37% of Simplicity Solutions's portfolio in Q4 2023, its #46 holding.
  • Simplicity Solutions first reported a position in McKesson in Q4 2015 and has held it in 17 quarters since.
  • 1,483 funds tracked by Wall St. Rank held McKesson as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.