Summit Wealth Group’s McKesson MCK Stock Holding History

Summit Wealth Group’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 Q3	–	Sell	-3	Closed	-$1K	–	149
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	190
2021 Q1	$1K	Buy	+3	New	+$548	﹤0.01%	169

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Summit Wealth Group's MCK Position: Q3 2021 in Review

Summit Wealth Group sold out of McKesson (MCK) in Q3 2021, closing a stake of 3 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in MCK in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 967 funds tracked by Wall St. Rank hold MCK as of Q3 2021.

Summit Wealth Group reported no remaining McKesson position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 3 McKesson shares in Q3 2021, an estimated $1K.
Summit Wealth Group first reported a position in McKesson in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's McKesson position peaked at $1K in Q2 2021.
967 funds tracked by Wall St. Rank held McKesson as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.