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Stoneridge Investment Partners’s McKesson MCK Stock Holding History

Stoneridge Investment Partners’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
2024
Q4 		– Sell
-4,999
Closed -$2.47M – 156
2024
Q3 		$2.47M Buy
+4,999
New +$2.78M 0.92% 34
2020
Q4 		– Sell
-12,484
Closed -$1.86M – 119
2020
Q3 		$1.86M Buy
+12,484
New +$1.9M 1.23% 23

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stoneridge Investment Partners's MCK Position: Q4 2024 in Review

Stoneridge Investment Partners sold out of McKesson (MCK) in Q4 2024, closing a stake of 4,999 shares — an estimated $2.47M sold.

Stoneridge Investment Partners first reported a position in MCK in Q3 2020 and held it in 2 quarters. The position peaked at $2.47M in Q3 2024. 1,669 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • Stoneridge Investment Partners reported no remaining McKesson position as of Q4 2024 after selling out during the quarter.
  • Stoneridge Investment Partners sold 4,999 McKesson shares in Q4 2024, an estimated $2.47M.
  • Stoneridge Investment Partners first reported a position in McKesson in Q3 2020 and held it in 2 quarters.
  • Stoneridge Investment Partners's McKesson position peaked at $2.47M in Q3 2024.
  • 1,669 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Stoneridge Investment Partners's 13F filing for Q4 2024, filed 28 Jan 2025.