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SYSTM Wealth Solutions’s McKesson MCK Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-103
Closed -$60.3K – 411
2024
Q2 		$60.3K Sell
103
-2,952
-97% -$1.64M 0.01% 273
2024
Q1 		$1.64M Sell
3,055
-118
-4% -$59.9K 0.21% 141
2023
Q4 		$1.47M Sell
3,173
-1,201
-27% -$546K 0.2% 145
2023
Q3 		$1.9M Sell
4,374
-102
-2% -$43K 0.29% 95
2023
Q2 		$1.91M Buy
4,476
+795
+22% +$306K 0.26% 106
2023
Q1 		$1.31M Sell
3,681
-756
-17% -$273K 0.2% 137
2022
Q4 		$1.66M Buy
+4,437
New +$1.65M 0.21% 139

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

SYSTM Wealth Solutions's MCK Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of McKesson (MCK) in Q3 2024, closing a stake of 103 shares — an estimated $60.3K sold.

SYSTM Wealth Solutions first reported a position in MCK in Q4 2022 and held it in 7 quarters. The position peaked at $1.91M in Q2 2023. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 103 McKesson shares in Q3 2024, an estimated $60.3K.
  • SYSTM Wealth Solutions first reported a position in McKesson in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's McKesson position peaked at $1.91M in Q2 2023.
  • 1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.