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Taylor Hoffman Wealth Management’s McKesson MCK Stock Holding History

Taylor Hoffman Wealth Management’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
2018
Q4 		– Sell
-385
Closed -$51K – 422
2018
Q3 		$51K Hold
385
– – 0.04% 186
2018
Q2 		$51K Hold
385
– – 0.04% 181
2018
Q1 		$54K Hold
385
– – 0.05% 178
2017
Q4 		$60K Buy
+385
New +$57K 0.06% 170

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Taylor Hoffman Wealth Management's MCK Position: Q4 2018 in Review

Taylor Hoffman Wealth Management sold out of McKesson (MCK) in Q4 2018, closing a stake of 385 shares — an estimated $51K sold.

Taylor Hoffman Wealth Management first reported a position in MCK in Q4 2017 and held it in 4 quarters. The position peaked at $60K in Q4 2017. 855 funds tracked by Wall St. Rank hold MCK as of Q4 2018.

  • Taylor Hoffman Wealth Management reported no remaining McKesson position as of Q4 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 385 McKesson shares in Q4 2018, an estimated $51K.
  • Taylor Hoffman Wealth Management first reported a position in McKesson in Q4 2017 and held it in 4 quarters.
  • Taylor Hoffman Wealth Management's McKesson position peaked at $60K in Q4 2017.
  • 855 funds tracked by Wall St. Rank held McKesson as of Q4 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.