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Sun Life Financial’s McKesson MCK Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-95
Closed -$19K – 329
2021
Q1 		$19K Hold
95
– – ﹤0.01% 276
2020
Q4 		$17K Sell
95
-2
-2% -$333 ﹤0.01% 282
2020
Q3 		$14K Hold
97
– – ﹤0.01% 297
2020
Q2 		$15K Sell
97
-10
-9% -$1.44K ﹤0.01% 246
2020
Q1 		$14K Sell
107
-1
-0.9% -$146 ﹤0.01% 218
2019
Q4 		$15K Sell
108
-43
-28% -$6.08K ﹤0.01% 251
2019
Q3 		$21K Sell
151
-5
-3% -$709 0.01% 391
2019
Q2 		$21K Sell
156
-170
-52% -$21.2K 0.01% 380
2019
Q1 		$38K Sell
326
-1,023
-76% -$126K 0.01% 387
2018
Q4 		$149K Sell
1,349
-3
-0.2% -$374 0.03% 237
2018
Q3 		$179K Buy
1,352
+3
+0.2% +$391 0.03% 248
2018
Q2 		$180K Buy
1,349
+1,104
+451% +$161K 0.03% 239
2018
Q1 		$1.74K Sell
245
-1,013
-81% -$158K 0.02% 234
2017
Q4 		$196K Sell
1,258
-1,087
-46% -$161K 0.02% 144
2017
Q3 		$360K Buy
2,345
+13
+0.6% +$2.03K 0.04% 167
2017
Q2 		$384K Buy
2,332
+2,196
+1,615% +$333K 0.04% 146
2017
Q1 		$914 Buy
136
+119
+700% +$17.4K ﹤0.01% 135
2016
Q4 		$120 Buy
+17
New +$2.5K ﹤0.01% 322

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

Sun Life Financial's MCK Position: Q2 2021 in Review

Sun Life Financial sold out of McKesson (MCK) in Q2 2021, closing a stake of 95 shares — an estimated $19K sold.

Sun Life Financial first reported a position in MCK in Q4 2016 and held it in 18 quarters. The position peaked at $384K in Q2 2017. 970 funds tracked by Wall St. Rank hold MCK as of Q2 2021.

  • Sun Life Financial reported no remaining McKesson position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 95 McKesson shares in Q2 2021, an estimated $19K.
  • Sun Life Financial first reported a position in McKesson in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's McKesson position peaked at $384K in Q2 2017.
  • 970 funds tracked by Wall St. Rank held McKesson as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.