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Willingdon Wealth Management’s McKesson MCK Stock Holding History

Willingdon Wealth 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
2019
Q4 		– Sell
-7
Closed -$1K – 478
2019
Q3 		$1K Buy
+7
New +$993 ﹤0.01% 444
2019
Q1 		– Sell
-200
Closed -$22K – 380
2018
Q4 		$22K Sell
200
-300
-60% -$37.4K 0.01% 231
2018
Q3 		$66K Sell
500
-3
-0.6% -$391 0.02% 187
2018
Q2 		$67K Sell
503
-36
-7% -$5.26K 0.02% 171
2018
Q1 		$76K Hold
539
– – 0.02% 149
2017
Q4 		$84K Hold
539
– – 0.03% 141
2017
Q3 		$83K Buy
+539
New +$84.1K 0.03% 133

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Willingdon Wealth Management's MCK Position: Q4 2019 in Review

Willingdon Wealth Management sold out of McKesson (MCK) in Q4 2019, closing a stake of 7 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in MCK in Q3 2017 and held it in 7 quarters. The position peaked at $84K in Q4 2017. 863 funds tracked by Wall St. Rank hold MCK as of Q4 2019.

  • Willingdon Wealth Management reported no remaining McKesson position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 7 McKesson shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in McKesson in Q3 2017 and held it in 7 quarters.
  • Willingdon Wealth Management's McKesson position peaked at $84K in Q4 2017.
  • 863 funds tracked by Wall St. Rank held McKesson as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.