SRN Advisors’s McKesson MCK Stock Holding History

SRN Advisors’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	–	Sell	-2,799	Closed	-$1.22M	–	104
2023 Q3	$1.22M	Buy	2,799 +88	+3%	+$37.1K	1.21%	29
2023 Q2	$1.16M	Sell	2,711 -56	-2%	-$21.5K	1.03%	41
2023 Q1	$990K	Sell	2,767 -15	-0.5%	-$5.42K	0.91%	57
2022 Q4	$1.04M	Sell	2,782 -819	-23%	-$305K	1.03%	50
2022 Q3	$1.22M	Sell	3,601 -1,302	-27%	-$452K	1.02%	42
2022 Q2	$1.6M	Sell	4,903 -818	-14%	-$262K	1.12%	35
2022 Q1	$1.75M	Buy	5,721 +83	+1%	+$22.6K	0.77%	47
2021 Q4	$1.4M	Buy	+5,638	New	+$1.24M	0.5%	58

Other funds holding MCK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SRN Advisors's MCK Position: Q4 2023 in Review

SRN Advisors sold out of McKesson (MCK) in Q4 2023, closing a stake of 2,799 shares — an estimated $1.22M sold.

SRN Advisors first reported a position in MCK in Q4 2021 and held it in 8 quarters. The position peaked at $1.75M in Q1 2022. 1,482 funds tracked by Wall St. Rank hold MCK as of Q4 2023.

SRN Advisors reported no remaining McKesson position as of Q4 2023 after selling out during the quarter.
SRN Advisors sold 2,799 McKesson shares in Q4 2023, an estimated $1.22M.
SRN Advisors first reported a position in McKesson in Q4 2021 and held it in 8 quarters.
SRN Advisors's McKesson position peaked at $1.75M in Q1 2022.
1,482 funds tracked by Wall St. Rank held McKesson as of Q4 2023.

Based on SRN Advisors's 13F filing for Q4 2023, filed 14 Jun 2024.