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Tilt Investment Management Holdings’s McKesson MCK Stock Holding History

Tilt Investment Management Holdings’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
Q4 		$248K Sell
535
-198
-27% -$90K 0.27% 93
2023
Q3 		$319K Hold
733
– – 0.23% 109
2023
Q2 		$314K Buy
+733
New +$282K 0.21% 115

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tilt Investment Management Holdings's MCK Position: Q4 2023 in Review

Tilt Investment Management Holdings reduced its McKesson (MCK) stake by 27% in Q4 2023, selling an estimated $90K and leaving 535 shares worth $248K. The position accounts for 0.27% of the portfolio, ranked #93.

Tilt Investment Management Holdings first reported a position in MCK in Q2 2023 and has held it in 3 quarters since. The position peaked at $319K in Q3 2023. 1,483 funds tracked by Wall St. Rank hold MCK as of Q4 2023.

  • Tilt Investment Management Holdings held 535 shares of McKesson worth $248K as of Q4 2023.
  • Tilt Investment Management Holdings sold 198 McKesson shares in Q4 2023, an estimated $90K.
  • McKesson made up 0.27% of Tilt Investment Management Holdings's portfolio in Q4 2023, its #93 holding.
  • Tilt Investment Management Holdings first reported a position in McKesson in Q2 2023 and has held it in 3 quarters since.
  • Tilt Investment Management Holdings's McKesson position peaked at $319K in Q3 2023.
  • 1,483 funds tracked by Wall St. Rank held McKesson as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.