AIA
MCK icon

Alerus Investment Advisors’s McKesson MCK Stock Holding History

Alerus Investment Advisors’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
2016
Q1 		$2.86M Buy
18,181
+1,430
+9% +$231K 0.5% 62
2015
Q4 		$3.3M Buy
16,751
+649
+4% +$123K 0.55% 57
2015
Q3 		$2.98M Buy
+16,102
New +$3.41M 0.53% 59

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Alerus Investment Advisors's MCK Position: Q1 2016 in Review

Alerus Investment Advisors increased its McKesson (MCK) stake by 8.5% in Q1 2016, buying an estimated $231K and bringing the position to 18,181 shares worth $2.86M. The position accounts for 0.5% of the portfolio, ranked #62.

Alerus Investment Advisors first reported a position in MCK in Q3 2015 and has held it in 3 quarters since. The position peaked at $3.3M in Q4 2015. 936 funds tracked by Wall St. Rank hold MCK as of Q1 2016.

  • Alerus Investment Advisors held 18,181 shares of McKesson worth $2.86M as of Q1 2016.
  • Alerus Investment Advisors bought 1,430 McKesson shares in Q1 2016, an estimated $231K.
  • McKesson made up 0.5% of Alerus Investment Advisors's portfolio in Q1 2016, its #62 holding.
  • Alerus Investment Advisors first reported a position in McKesson in Q3 2015 and has held it in 3 quarters since.
  • Alerus Investment Advisors's McKesson position peaked at $3.3M in Q4 2015.
  • 936 funds tracked by Wall St. Rank held McKesson as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.