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Smithbridge Asset Management’s McKesson MCK Stock Holding History

Smithbridge 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
2019
Q2 		– Sell
-2,274
Closed -$266K – 81
2019
Q1 		$266K Sell
2,274
-200
-8% -$24.7K 0.16% 74
2018
Q4 		$273K Sell
2,474
-850
-26% -$106K 0.19% 67
2018
Q3 		$441K Sell
3,324
-1,559
-32% -$203K 0.26% 62
2018
Q2 		$651K Sell
4,883
-100
-2% -$14.6K 0.42% 59
2018
Q1 		$702K Sell
4,983
-2,700
-35% -$421K 0.46% 57
2017
Q4 		$1.2M Sell
7,683
-950
-11% -$141K 0.76% 48
2017
Q3 		$1.33M Buy
8,633
+749
+10% +$117K 0.93% 44
2017
Q2 		$1.3M Buy
+7,884
New +$1.2M 1.07% 38

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Smithbridge Asset Management's MCK Position: Q2 2019 in Review

Smithbridge Asset Management sold out of McKesson (MCK) in Q2 2019, closing a stake of 2,274 shares — an estimated $266K sold.

Smithbridge Asset Management first reported a position in MCK in Q2 2017 and held it in 8 quarters. The position peaked at $1.33M in Q3 2017. 841 funds tracked by Wall St. Rank hold MCK as of Q2 2019.

  • Smithbridge Asset Management reported no remaining McKesson position as of Q2 2019 after selling out during the quarter.
  • Smithbridge Asset Management sold 2,274 McKesson shares in Q2 2019, an estimated $266K.
  • Smithbridge Asset Management first reported a position in McKesson in Q2 2017 and held it in 8 quarters.
  • Smithbridge Asset Management's McKesson position peaked at $1.33M in Q3 2017.
  • 841 funds tracked by Wall St. Rank held McKesson as of Q2 2019.

Based on Smithbridge Asset Management's 13F filing for Q2 2019, filed 9 Jul 2019.