Sonora Investment Management’s McKesson MCK Stock Holding History

Sonora Investment 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	$105K	Buy	528 +18	+4%	+$3.6K	0.01%	292
2021 Q2	$98K	Hold	510	–	–	0.01%	283
2021 Q1	$100K	Sell	510 -71	-12%	-$13K	0.01%	416
2020 Q4	$101K	Sell	581 -382	-40%	-$63.6K	0.01%	418
2020 Q3	$143K	Buy	963 +817	+560%	+$124K	0.01%	310
2020 Q2	$22K	Buy	146 +76	+109%	+$11K	﹤0.01%	752
2020 Q1	$9K	Buy	+70	New	+$10.3K	﹤0.01%	1122
2019 Q2	–	Sell	-35	Closed	-$4K	–	1707
2019 Q1	$4K	Buy	+35	New	+$4.32K	﹤0.01%	1294
2018 Q3	–	Sell	-30	Closed	-$4K	–	1238
2018 Q2	$4K	Sell	30 -531	-95%	-$77.7K	﹤0.01%	990
2018 Q1	$79K	Hold	561	–	–	0.01%	292
2017 Q4	$87.5K	Buy	+561	New	+$83.1K	0.01%	278
2015 Q4	–	Sell	-57	Closed	-$11K	–	1003
2015 Q3	$11K	Buy	+57	New	+$12.1K	﹤0.01%	465

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sonora Investment Management's MCK Position: Q3 2021 in Review

Sonora Investment Management increased its McKesson (MCK) stake by 3.5% in Q3 2021, buying an estimated $3.6K and bringing the position to 528 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #292.

Sonora Investment Management first reported a position in MCK in Q3 2015 and has held it in 12 quarters since. The position peaked at $143K in Q3 2020. 968 funds tracked by Wall St. Rank hold MCK as of Q3 2021.

Sonora Investment Management held 528 shares of McKesson worth $105K as of Q3 2021.
Sonora Investment Management bought 18 McKesson shares in Q3 2021, an estimated $3.6K.
McKesson made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #292 holding.
Sonora Investment Management first reported a position in McKesson in Q3 2015 and has held it in 12 quarters since.
Sonora Investment Management's McKesson position peaked at $143K in Q3 2020.
968 funds tracked by Wall St. Rank held McKesson as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.