TrueWealth LLC’s McKesson MCK Stock Holding History

TrueWealth LLC’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
2020 Q2	$64K	Hold	417	–	–	0.03%	245
2020 Q1	$56K	Hold	417	–	–	0.03%	236
2019 Q4	$58K	Hold	417	–	–	0.02%	255
2019 Q3	$57K	Hold	417	–	–	0.02%	249
2019 Q2	$56K	Hold	417	–	–	0.02%	255
2019 Q1	$49K	Sell	417 -5	-1%	-$617	0.02%	263
2018 Q4	$47K	Hold	422	–	–	0.02%	263
2018 Q3	$56K	Buy	422 +118	+39%	+$15.4K	0.03%	256
2018 Q2	$41K	Sell	304 -23	-7%	-$3.36K	0.02%	287
2018 Q1	$46K	Sell	327 -4	-1%	-$623	0.02%	265
2017 Q4	$52K	Buy	+331	New	+$49K	0.02%	286

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

TrueWealth LLC's MCK Position: Q2 2020 in Review

TrueWealth LLC held its McKesson (MCK) position steady in Q2 2020 at 417 shares worth $64K. The position accounts for 0.03% of the portfolio, ranked #245.

TrueWealth LLC first reported a position in MCK in Q4 2017 and has held it in 11 quarters since. 864 funds tracked by Wall St. Rank hold MCK as of Q2 2020.

TrueWealth LLC held 417 shares of McKesson worth $64K as of Q2 2020.
TrueWealth LLC left its McKesson share count unchanged in Q2 2020.
McKesson made up 0.03% of TrueWealth LLC's portfolio in Q2 2020, its #245 holding.
TrueWealth LLC first reported a position in McKesson in Q4 2017 and has held it in 11 quarters since.
864 funds tracked by Wall St. Rank held McKesson as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.