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Tru Independence Asset Management 2’s McKesson MCK Stock Holding History

Tru Independence Asset Management 2’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
Q1 		– Sell
-144
Closed -$25K – 285
2020
Q4 		$25K Buy
+144
New +$24K 0.02% 236

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

Tru Independence Asset Management 2's MCK Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of McKesson (MCK) in Q1 2021, closing a stake of 144 shares — an estimated $25K sold.

Tru Independence Asset Management 2 first reported a position in MCK in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 970 funds tracked by Wall St. Rank hold MCK as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining McKesson position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 144 McKesson shares in Q1 2021, an estimated $25K.
  • Tru Independence Asset Management 2 first reported a position in McKesson in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's McKesson position peaked at $25K in Q4 2020.
  • 970 funds tracked by Wall St. Rank held McKesson as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.