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Simplify Asset Management’s McKesson MCK Stock Holding History

Simplify Asset 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
2023
Q1 		– Sell
-6,114
Closed -$2.29M – 129
2022
Q4 		$2.29M Buy
6,114
+490
+9% +$183K 0.35% 26
2022
Q3 		$1.91M Buy
5,624
+1,750
+45% +$608K 0.2% 31
2022
Q2 		$1.26M Buy
3,874
+2,862
+283% +$916K 0.05% 33
2022
Q1 		$310K Buy
+1,012
New +$275K 0.01% 76

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Simplify Asset Management's MCK Position: Q1 2023 in Review

Simplify Asset Management sold out of McKesson (MCK) in Q1 2023, closing a stake of 6,114 shares — an estimated $2.29M sold.

Simplify Asset Management first reported a position in MCK in Q1 2022 and held it in 4 quarters. The position peaked at $2.29M in Q4 2022. 1,265 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

  • Simplify Asset Management reported no remaining McKesson position as of Q1 2023 after selling out during the quarter.
  • Simplify Asset Management sold 6,114 McKesson shares in Q1 2023, an estimated $2.29M.
  • Simplify Asset Management first reported a position in McKesson in Q1 2022 and held it in 4 quarters.
  • Simplify Asset Management's McKesson position peaked at $2.29M in Q4 2022.
  • 1,265 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on Simplify Asset Management's 13F filing for Q1 2023, filed 10 May 2023.