Signals

← Signals

☆MCK

113 in-universe funds with a nonzero position in MCK within the trailing 4 quarters, as of 2025Q1

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-08-28 8-K Item(s) 7.01, 9.01
2026-08-05 8-K Item(s) 2.02, 9.01
2026-07-24 8-K Item(s) 5.07
2026-07-01 8-K Item(s) 5.02, 7.01, 9.01
2026-06-12 8-K Item(s) 1.01, 2.03, 9.01
2026-05-07 8-K Item(s) 2.02, 9.01
2026-04-28 8-K Item(s) 1.01, 1.02, 2.03, 9.01 -- negative
2026-04-06 8-K Item(s) 1.01, 2.03, 9.01
2026-03-06 8-K Item(s) 7.01, 9.01
2026-03-05 8-K Item(s) 5.02, 9.01
2025-05-22 Ownership Dilution filing by MCKESSON CORP (424B5)
2024-09-06 Ownership Dilution filing by MCKESSON CORP (424B5)
2023-06-09 Ownership Dilution filing by MCKESSON CORP (424B5)
2023-02-14 Ownership Dilution filing by MCKESSON CORP (424B5)
2021-08-11 Ownership Dilution filing by MCKESSON CORP (424B5)
2020-12-02 Ownership Dilution filing by MCKESSON CORP (424B5)
2018-11-30 Ownership Dilution filing by MCKESSON CORP (424B5)
2018-02-09 Ownership Dilution filing by MCKESSON CORP (424B5)
2018-02-09 Ownership Dilution filing by MCKESSON CORP (424B5)
2017-02-15 Ownership Dilution filing by MCKESSON CORP (424B5)

Flow ranking

Rank#7475
Score / z0.000 / -0.03
Consensus34.67 over 68 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-10% / 2.1d

Forensics

Clean as of 2027Q1
Accrual ratio0.009
F-score—
M-score—
Net issuance-5.0%
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 4
FiledFormItems
2026-08-28 8-K 7.01, 9.01
2026-08-05 8-K 2.02, 9.01
2026-07-24 8-K 5.07
2026-07-01 8-K 5.02, 7.01, 9.01
2026-06-12 8-K 1.01, 2.03, 9.01
2026-05-07 8-K 2.02, 9.01
2026-04-28 8-K 1.01, 1.02, 2.03, 9.01
2026-04-06 8-K 1.01, 2.03, 9.01
2026-03-06 8-K 7.01, 9.01
2026-03-05 8-K 5.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-05-22 424B5 MCKESSON CORP
2024-09-06 424B5 MCKESSON CORP
2023-06-09 424B5 MCKESSON CORP
2023-02-14 424B5 MCKESSON CORP
2021-08-11 424B5 MCKESSON CORP
2020-12-02 424B5 MCKESSON CORP
2018-11-30 424B5 MCKESSON CORP
2018-02-09 424B5 MCKESSON CORP
2018-02-09 424B5 MCKESSON CORP
2017-02-15 424B5 MCKESSON CORP
Showing the 10 most recent.

LLM reads

Ticker EvalMixed
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,619.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,083.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 616.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 437.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 409.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 385.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 358.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 241.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 173.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 168.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 141.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STRS OHIO CIK 0000820478 0.777 2154 123.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 123.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 103.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 90.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 48.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 37.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 31.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 28.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 17.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 13.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 12.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 11.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 10.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 9.5 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 8.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.677 616 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 1.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆111 Capital CIK 0002060412 0.025 488 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AdviceOne Advisory Services, LLC CIK 0001998980 0.816 45 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just MCK). Qtrs Held counts distinct quarters this fund has actually held MCK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MCK position size. Δ columns are the percentage-point change in MCK's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status