Whitegate Investment Counselors’s McKesson MCK Stock Holding History

Whitegate Investment Counselors’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
2019 Q1	–	Sell	-3,679	Closed	-$406K	–	202
2018 Q4	$406K	Sell	3,679 -5,485	-60%	-$684K	0.09%	137
2018 Q3	$1.22M	Sell	9,164 -3,080	-25%	-$402K	0.25%	95
2018 Q2	$1.63M	Sell	12,244 -1,085	-8%	-$159K	0.33%	82
2018 Q1	$1.88M	Sell	13,329 -495	-4%	-$77.1K	0.4%	79
2017 Q4	$2.16M	Sell	13,824 -709	-5%	-$105K	0.45%	74
2017 Q3	$2.23M	Sell	14,533 -175	-1%	-$27.3K	0.49%	71
2017 Q2	$2.42M	Sell	14,708 -795	-5%	-$121K	0.55%	68
2017 Q1	$2.3M	Buy	15,503 +604	+4%	+$88.5K	0.55%	67
2016 Q4	$2.09M	Buy	14,899 +929	+7%	+$137K	0.56%	67
2016 Q3	$2.33M	Sell	13,970 -175	-1%	-$32.6K	0.63%	60
2016 Q2	$2.64M	Buy	+14,145	New	+$2.48M	0.73%	45
2014 Q1	$2.16M	Buy	+13,745	New	+$2.4M	0.59%	62

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

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

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

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

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

GCM

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

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

VVP

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

Whitegate Investment Counselors's MCK Position: Q1 2019 in Review

Whitegate Investment Counselors sold out of McKesson (MCK) in Q1 2019, closing a stake of 3,679 shares — an estimated $406K sold.

Whitegate Investment Counselors first reported a position in MCK in Q1 2014 and held it in 12 quarters. The position peaked at $2.64M in Q2 2016. 856 funds tracked by Wall St. Rank hold MCK as of Q1 2019.

Whitegate Investment Counselors reported no remaining McKesson position as of Q1 2019 after selling out during the quarter.
Whitegate Investment Counselors sold 3,679 McKesson shares in Q1 2019, an estimated $406K.
Whitegate Investment Counselors first reported a position in McKesson in Q1 2014 and held it in 12 quarters.
Whitegate Investment Counselors's McKesson position peaked at $2.64M in Q2 2016.
856 funds tracked by Wall St. Rank held McKesson as of Q1 2019.

Based on Whitegate Investment Counselors's 13F filing for Q1 2019, filed 29 Apr 2019.