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UBP Investment Advisors’s McKesson MCK Stock Holding History

UBP Investment Advisors’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
2022
Q3 		– Sell
-1,844
Closed -$600K – 95
2022
Q2 		$600K Sell
1,844
-4,782
-72% -$1.53M 0.24% 63
2022
Q1 		$2.03M Sell
6,626
-125
-2% -$34K 0.76% 29
2021
Q4 		$1.68M Buy
6,751
+49
+0.7% +$10.8K 0.61% 32
2021
Q3 		$1.34M Buy
6,702
+90
+1% +$18K 0.52% 33
2021
Q2 		$1.26M Buy
+6,612
New +$1.28M 0.47% 49

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBP Investment Advisors's MCK Position: Q3 2022 in Review

UBP Investment Advisors sold out of McKesson (MCK) in Q3 2022, closing a stake of 1,844 shares — an estimated $600K sold.

UBP Investment Advisors first reported a position in MCK in Q2 2021 and held it in 5 quarters. The position peaked at $2.03M in Q1 2022. 1,195 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

  • UBP Investment Advisors reported no remaining McKesson position as of Q3 2022 after selling out during the quarter.
  • UBP Investment Advisors sold 1,844 McKesson shares in Q3 2022, an estimated $600K.
  • UBP Investment Advisors first reported a position in McKesson in Q2 2021 and held it in 5 quarters.
  • UBP Investment Advisors's McKesson position peaked at $2.03M in Q1 2022.
  • 1,195 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.