SMFS
MCK icon

Squar Milner Financial Services’s McKesson MCK Stock Holding History

Squar Milner Financial Services’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
-85
Closed -$10.6K – 846
2019
Q1 		$9K Buy
+85
New +$10.5K 0.01% 541
2018
Q3 		– Sell
-1,342
Closed -$179K – 825
2018
Q2 		$179K Buy
+1,342
New +$196K 0.16% 176
2018
Q1 		– Sell
-1,327
Closed -$234K – 170
2017
Q4 		$234K Buy
+1,327
New +$197K 0.28% 127

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

Squar Milner Financial Services's MCK Position: Q2 2019 in Review

Squar Milner Financial Services sold out of McKesson (MCK) in Q2 2019, closing a stake of 85 shares — an estimated $10.6K sold.

Squar Milner Financial Services first reported a position in MCK in Q4 2017 and held it in 3 quarters. The position peaked at $234K in Q4 2017. 841 funds tracked by Wall St. Rank hold MCK as of Q2 2019.

  • Squar Milner Financial Services reported no remaining McKesson position as of Q2 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 85 McKesson shares in Q2 2019, an estimated $10.6K.
  • Squar Milner Financial Services first reported a position in McKesson in Q4 2017 and held it in 3 quarters.
  • Squar Milner Financial Services's McKesson position peaked at $234K in Q4 2017.
  • 841 funds tracked by Wall St. Rank held McKesson as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.