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tru Independence’s McKesson MCK Stock Holding History

tru Independence’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
-5
Closed -$1 – 534
2020
Q4 		$1 Buy
+5
New +$833 ﹤0.01% 712
2020
Q3 		– Sell
-414
Closed -$63K – 638
2020
Q2 		$63K Hold
414
– – 0.01% 353
2020
Q1 		$56K Hold
414
– – 0.01% 292
2019
Q4 		$56K Buy
+414
New +$58.5K 0.01% 362

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

tru Independence's MCK Position: Q1 2021 in Review

tru Independence sold out of McKesson (MCK) in Q1 2021, closing a stake of 5 shares — an estimated $1 sold.

tru Independence first reported a position in MCK in Q4 2019 and held it in 4 quarters. The position peaked at $63K in Q2 2020. 970 funds tracked by Wall St. Rank hold MCK as of Q1 2021.

  • tru Independence reported no remaining McKesson position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 5 McKesson shares in Q1 2021, an estimated $1.
  • tru Independence first reported a position in McKesson in Q4 2019 and held it in 4 quarters.
  • tru Independence's McKesson position peaked at $63K in Q2 2020.
  • 970 funds tracked by Wall St. Rank held McKesson as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.