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Wealthspire Advisors (Maryland)’s McKesson MCK Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$226K Buy
+1,517
New +$230K 0.01% 421
2019
Q2 		– Sell
-1,067
Closed -$125K – 1360
2019
Q1 		$125K Buy
1,067
+79
+8% +$9.75K 0.01% 566
2018
Q4 		$109K Sell
988
-69
-7% -$8.61K 0.01% 576
2018
Q3 		$140K Buy
1,057
+205
+24% +$26.7K 0.01% 558
2018
Q2 		$114K Sell
852
-99
-10% -$14.5K 0.01% 653
2018
Q1 		$134K Sell
951
-122
-11% -$19K 0.01% 596
2017
Q4 		$167K Buy
1,073
+125
+13% +$18.5K 0.02% 551
2017
Q3 		$146K Sell
948
-73
-7% -$11.4K 0.02% 576
2017
Q2 		$168K Buy
1,021
+143
+16% +$21.7K 0.02% 514
2017
Q1 		$130K Sell
878
-582
-40% -$85.2K 0.02% 507
2016
Q4 		$205K Sell
1,460
-2,661
-65% -$391K 0.03% 360
2016
Q3 		$687K Sell
4,121
-30
-0.7% -$5.59K 0.11% 131
2016
Q2 		$775K Sell
4,151
-708
-15% -$124K 0.13% 121
2016
Q1 		$764K Sell
4,859
-13
-0.3% -$2.1K 0.13% 111
2015
Q4 		$961K Buy
+4,872
New +$920K 0.18% 91

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MCK Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in McKesson (MCK) in Q3 2020: 1,517 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #421 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in MCK as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in MCK in Q4 2015 and has held it in 15 quarters since. The position peaked at $961K in Q4 2015. 877 funds tracked by Wall St. Rank hold MCK as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,517 shares of McKesson worth $226K as of Q3 2020.
  • McKesson was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • McKesson made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #421 holding.
  • Wealthspire Advisors (Maryland) first reported a position in McKesson in Q4 2015 and has held it in 15 quarters since.
  • Wealthspire Advisors (Maryland)'s McKesson position peaked at $961K in Q4 2015.
  • 877 funds tracked by Wall St. Rank held McKesson as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.