Watermark Asset Management’s McKesson MCK Stock Holding History

Watermark Asset 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 Q4	$16K	Buy	144 +33	+30%	+$4.12K	0.01%	146
2018 Q3	$15K	Hold	111	–	–	0.01%	144
2018 Q2	$15K	Hold	111	–	–	0.01%	143
2018 Q1	$16K	Sell	111 -40	-26%	-$6.23K	0.01%	149
2017 Q4	$24K	Buy	151 +1	+0.7%	+$148	0.01%	134
2017 Q3	$23K	Hold	150	–	–	0.01%	133
2017 Q2	$25K	Hold	150	–	–	0.01%	129
2017 Q1	$22K	Buy	+150	New	+$22K	0.01%	132

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Watermark Asset Management's MCK Position: Q4 2018 in Review

Watermark Asset Management increased its McKesson (MCK) stake by 30% in Q4 2018, buying an estimated $4.12K and bringing the position to 144 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #146.

Watermark Asset Management first reported a position in MCK in Q1 2017 and has held it in 8 quarters since. The position peaked at $25K in Q2 2017. 855 funds tracked by Wall St. Rank hold MCK as of Q4 2018.

Watermark Asset Management held 144 shares of McKesson worth $16K as of Q4 2018.
Watermark Asset Management bought 33 McKesson shares in Q4 2018, an estimated $4.12K.
McKesson made up 0.01% of Watermark Asset Management's portfolio in Q4 2018, its #146 holding.
Watermark Asset Management first reported a position in McKesson in Q1 2017 and has held it in 8 quarters since.
Watermark Asset Management's McKesson position peaked at $25K in Q2 2017.
855 funds tracked by Wall St. Rank held McKesson as of Q4 2018.

Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.