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Acuity Investment Management’s McKesson MCK Stock Holding History

Acuity Investment 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
2015
Q1 		$543K Sell
2,400
-459
-16% -$102K 0.77% 44
2014
Q4 		$593K Sell
2,859
-343
-11% -$69.7K 0.48% 46
2014
Q3 		$624K Buy
3,202
+1,600
+100% +$308K 0.48% 45
2014
Q2 		$298K Sell
1,602
-1,798
-53% -$320K 0.2% 88
2014
Q1 		$600K Sell
3,400
-5,700
-63% -$996K 0.33% 65
2013
Q4 		$1.47M Sell
9,100
-2,900
-24% -$445K 0.58% 49
2013
Q3 		$1.54M Buy
12,000
+2,000
+20% +$246K 0.21% 87
2013
Q2 		$1.15M Buy
+10,000
New +$1.11M 0.15% 98

Other funds holding MCK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Acuity Investment Management's MCK Position: Q1 2015 in Review

Acuity Investment Management reduced its McKesson (MCK) stake by 16% in Q1 2015, selling an estimated $102K and leaving 2,400 shares worth $543K. The position accounts for 0.77% of the portfolio, ranked #44.

Acuity Investment Management first reported a position in MCK in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.54M in Q3 2013. 926 funds tracked by Wall St. Rank hold MCK as of Q1 2015.

  • Acuity Investment Management held 2,400 shares of McKesson worth $543K as of Q1 2015.
  • Acuity Investment Management sold 459 McKesson shares in Q1 2015, an estimated $102K.
  • McKesson made up 0.77% of Acuity Investment Management's portfolio in Q1 2015, its #44 holding.
  • Acuity Investment Management first reported a position in McKesson in Q2 2013 and has held it in 8 quarters since.
  • Acuity Investment Management's McKesson position peaked at $1.54M in Q3 2013.
  • 926 funds tracked by Wall St. Rank held McKesson as of Q1 2015.

Based on Acuity Investment Management's 13F filing for Q1 2015, filed 11 May 2015.