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Allen Investment Management’s McKesson MCK Stock Holding History

Allen 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
2017
Q4 		– Sell
-7,234
Closed -$1.11M – 196
2017
Q3 		$1.11M Buy
+7,234
New +$1.13M 0.05% 96
2017
Q2 		– Sell
-18,062
Closed -$2.68M – 222
2017
Q1 		$2.68M Sell
18,062
-8,880
-33% -$1.3M 0.14% 66
2016
Q4 		$3.78M Sell
26,942
-83,459
-76% -$12.3M 0.23% 47
2016
Q3 		$18.4M Sell
110,401
-1,651
-1% -$308K 1.18% 24
2016
Q2 		$20.9M Sell
112,052
-2,755
-2% -$483K 1.45% 24
2016
Q1 		$18.1M Buy
114,807
+1,106
+1% +$179K 1.42% 25
2015
Q4 		$22.4M Hold
113,701
– – 1.88% 19
2015
Q3 		$21M Sell
113,701
-144
-0.1% -$30.5K 2.02% 20
2015
Q2 		$25.6M Sell
113,845
-46,515
-29% -$10.8M 2.43% 18
2015
Q1 		$36.3M Sell
160,360
-3,491
-2% -$774K 2.66% 10
2014
Q4 		$34M Buy
163,851
+7,876
+5% +$1.6M 2.57% 10
2014
Q3 		$30.4M Buy
155,975
+31,571
+25% +$6.08M 2.52% 9
2014
Q2 		$23.2M Buy
124,404
+58,488
+89% +$10.4M 2.42% 14
2014
Q1 		$11.6M Buy
65,916
+4,800
+8% +$839K 1.8% 20
2013
Q4 		$9.86M Buy
+61,116
New +$9.39M 2.08% 16

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Allen Investment Management's MCK Position: Q4 2017 in Review

Allen Investment Management sold out of McKesson (MCK) in Q4 2017, closing a stake of 7,234 shares — an estimated $1.11M sold.

Allen Investment Management first reported a position in MCK in Q4 2013 and held it in 15 quarters. The position peaked at $36.3M in Q1 2015. 927 funds tracked by Wall St. Rank hold MCK as of Q4 2017.

  • Allen Investment Management reported no remaining McKesson position as of Q4 2017 after selling out during the quarter.
  • Allen Investment Management sold 7,234 McKesson shares in Q4 2017, an estimated $1.11M.
  • Allen Investment Management first reported a position in McKesson in Q4 2013 and held it in 15 quarters.
  • Allen Investment Management's McKesson position peaked at $36.3M in Q1 2015.
  • 927 funds tracked by Wall St. Rank held McKesson as of Q4 2017.

Based on Allen Investment Management's 13F filing for Q4 2017, filed 13 Feb 2018.