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Vista Investment Management’s McKesson MCK Stock Holding History

Vista Investment Management’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
2018
Q3 		– Sell
-1,549
Closed -$207K – 145
2018
Q2 		$207K Buy
1,549
+50
+3% +$7.31K 0.2% 136
2018
Q1 		$211K Sell
1,499
-22
-1% -$3.43K 0.22% 126
2017
Q4 		$237K Buy
+1,521
New +$225K 0.25% 116

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vista Investment Management's MCK Position: Q3 2018 in Review

Vista Investment Management sold out of McKesson (MCK) in Q3 2018, closing a stake of 1,549 shares — an estimated $207K sold.

Vista Investment Management first reported a position in MCK in Q4 2017 and held it in 3 quarters. The position peaked at $237K in Q4 2017. 852 funds tracked by Wall St. Rank hold MCK as of Q3 2018.

  • Vista Investment Management reported no remaining McKesson position as of Q3 2018 after selling out during the quarter.
  • Vista Investment Management sold 1,549 McKesson shares in Q3 2018, an estimated $207K.
  • Vista Investment Management first reported a position in McKesson in Q4 2017 and held it in 3 quarters.
  • Vista Investment Management's McKesson position peaked at $237K in Q4 2017.
  • 852 funds tracked by Wall St. Rank held McKesson as of Q3 2018.

Based on Vista Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.