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YorkBridge Wealth Partners’s McKesson MCK Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-1,220
Closed -$164K – 462
2019
Q2 		$164K Buy
1,220
+6
+0.5% +$748 0.07% 203
2019
Q1 		$142K Buy
1,214
+91
+8% +$11.2K 0.07% 220
2018
Q4 		$124K Sell
1,123
-132
-11% -$16.5K 0.07% 217
2018
Q3 		$166K Hold
1,255
– – 0.08% 193
2018
Q2 		$167K Hold
1,255
– – 0.07% 200
2018
Q1 		$181K Buy
1,255
+38
+3% +$5.92K 0.08% 187
2017
Q4 		$185K Sell
1,217
-114
-9% -$16.9K 0.09% 179
2017
Q3 		$204K Buy
1,331
+40
+3% +$6.24K 0.11% 171
2017
Q2 		$212K Buy
1,291
+116
+10% +$17.6K 0.11% 166
2017
Q1 		$164K Hold
1,175
– – 0.09% 187
2016
Q4 		$168K Buy
+1,175
New +$173K 0.1% 173

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

YorkBridge Wealth Partners's MCK Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of McKesson (MCK) in Q3 2019, closing a stake of 1,220 shares — an estimated $164K sold.

YorkBridge Wealth Partners first reported a position in MCK in Q4 2016 and held it in 11 quarters. The position peaked at $212K in Q2 2017. 838 funds tracked by Wall St. Rank hold MCK as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining McKesson position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,220 McKesson shares in Q3 2019, an estimated $164K.
  • YorkBridge Wealth Partners first reported a position in McKesson in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's McKesson position peaked at $212K in Q2 2017.
  • 838 funds tracked by Wall St. Rank held McKesson as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.