Syntax Advisors’s McKesson MCK Stock Holding History

Syntax Advisors’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	$205K	Sell	471 -29	-6%	-$12.2K	0.18%	180
2023 Q2	$214K	Sell	500 -105	-17%	-$40.4K	0.17%	180
2023 Q1	$215K	Buy	605 +54	+10%	+$19.5K	0.16%	198
2022 Q4	$207K	Sell	551 -47	-8%	-$17.5K	0.17%	188
2022 Q3	$203K	Sell	598 -58	-9%	-$20.1K	0.17%	185
2022 Q2	$214K	Sell	656 -36	-5%	-$11.5K	0.18%	176
2022 Q1	$212K	Sell	692 -254	-27%	-$69.1K	0.18%	194
2021 Q4	$235K	Buy	+946	New	+$208K	0.17%	192

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

Syntax Advisors's MCK Position: Q3 2023 in Review

Syntax Advisors reduced its McKesson (MCK) stake by 5.8% in Q3 2023, selling an estimated $12.2K and leaving 471 shares worth $205K. The position accounts for 0.18% of the portfolio, ranked #180.

Syntax Advisors first reported a position in MCK in Q4 2021 and has held it in 8 quarters since. The position peaked at $235K in Q4 2021. 1,347 funds tracked by Wall St. Rank hold MCK as of Q3 2023.

Syntax Advisors held 471 shares of McKesson worth $205K as of Q3 2023.
Syntax Advisors sold 29 McKesson shares in Q3 2023, an estimated $12.2K.
McKesson made up 0.18% of Syntax Advisors's portfolio in Q3 2023, its #180 holding.
Syntax Advisors first reported a position in McKesson in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's McKesson position peaked at $235K in Q4 2021.
1,347 funds tracked by Wall St. Rank held McKesson as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.