Ullmann Wealth Partners Group’s McKesson MCK Stock Holding History

Ullmann Wealth Partners Group’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	-6,332	Closed	-$2.07M	–	86
2022 Q2	$2.07M	Buy	+6,332	New	+$2.03M	0.56%	23
2021 Q3	–	Sell	-5,800	Closed	-$1.11M	–	88
2021 Q2	$1.11M	Buy	+5,800	New	+$1.12M	0.46%	28
2020 Q4	–	Sell	-2,160	Closed	-$322K	–	72
2020 Q3	$322K	Sell	2,160 -24	-1%	-$3.64K	0.18%	50
2020 Q2	$335K	Hold	2,184	–	–	0.21%	46
2020 Q1	$295K	Hold	2,184	–	–	0.22%	40
2019 Q4	$302K	Buy	+2,184	New	+$309K	0.18%	48
2017 Q3	–	Sell	-444	Closed	-$73K	–	98
2017 Q2	$73K	Buy	+444	New	+$67.3K	0.05%	81

Other funds holding MCK

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

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

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ullmann Wealth Partners Group's MCK Position: Q3 2022 in Review

Ullmann Wealth Partners Group sold out of McKesson (MCK) in Q3 2022, closing a stake of 6,332 shares — an estimated $2.07M sold.

Ullmann Wealth Partners Group first reported a position in MCK in Q2 2017 and held it in 7 quarters. The position peaked at $2.07M in Q2 2022. 1,196 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

Ullmann Wealth Partners Group reported no remaining McKesson position as of Q3 2022 after selling out during the quarter.
Ullmann Wealth Partners Group sold 6,332 McKesson shares in Q3 2022, an estimated $2.07M.
Ullmann Wealth Partners Group first reported a position in McKesson in Q2 2017 and held it in 7 quarters.
Ullmann Wealth Partners Group's McKesson position peaked at $2.07M in Q2 2022.
1,196 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2022, filed 12 Oct 2022.