Stelac Advisory Services’s McKesson MCK Stock Holding History

Stelac Advisory 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
2023 Q3	–	Sell	-1,571	Closed	-$671K	–	140
2023 Q2	$671K	Buy	1,571 +272	+21%	+$105K	0.3%	63
2023 Q1	$463K	Hold	1,299	–	–	0.2%	90
2022 Q4	$487K	Buy	1,299 +78	+6%	+$29.1K	0.22%	78
2022 Q3	$415K	Buy	+1,221	New	+$424K	0.19%	97

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Stelac Advisory Services's MCK Position: Q3 2023 in Review

Stelac Advisory Services sold out of McKesson (MCK) in Q3 2023, closing a stake of 1,571 shares — an estimated $671K sold.

Stelac Advisory Services first reported a position in MCK in Q3 2022 and held it in 4 quarters. The position peaked at $671K in Q2 2023. 1,348 funds tracked by Wall St. Rank hold MCK as of Q3 2023.

Stelac Advisory Services reported no remaining McKesson position as of Q3 2023 after selling out during the quarter.
Stelac Advisory Services sold 1,571 McKesson shares in Q3 2023, an estimated $671K.
Stelac Advisory Services first reported a position in McKesson in Q3 2022 and held it in 4 quarters.
Stelac Advisory Services's McKesson position peaked at $671K in Q2 2023.
1,348 funds tracked by Wall St. Rank held McKesson as of Q3 2023.

Based on Stelac Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.