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Sullivan, Bruyette, Speros & Blaney’s McKesson MCK Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		$500K Buy
2,564
+2
+0.1% +$365 0.02% 185
2020
Q4 		$446K Buy
2,562
+2
+0.1% +$333 0.02% 179
2020
Q3 		$381K Buy
2,560
+1,294
+102% +$196K 0.02% 174
2020
Q2 		$194K Buy
1,266
+2
+0.2% +$289 0.01% 242
2020
Q1 		$171K Buy
1,264
+3
+0.2% +$439 0.01% 226
2019
Q4 		$174K Buy
1,261
+3
+0.2% +$424 0.01% 269
2019
Q3 		$172K Buy
+1,258
New +$178K 0.01% 257

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's MCK Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its McKesson (MCK) stake by 0.08% in Q1 2021, buying an estimated $365 and bringing the position to 2,564 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #185.

Sullivan, Bruyette, Speros & Blaney first reported a position in MCK in Q3 2019 and has held it in 7 quarters since. 971 funds tracked by Wall St. Rank hold MCK as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 2,564 shares of McKesson worth $500K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney bought 2 McKesson shares in Q1 2021, an estimated $365.
  • McKesson made up 0.02% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #185 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in McKesson in Q3 2019 and has held it in 7 quarters since.
  • 971 funds tracked by Wall St. Rank held McKesson as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.