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Aristotle Fund’s McKesson MCK Stock Holding History

Aristotle Fund’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
2018
Q1 		– Sell
-179,400
Closed -$28M – 9
2017
Q4 		$28M Buy
179,400
+13,400
+8% +$1.99M 25.98% 1
2017
Q3 		$25.5M Buy
166,000
+28,200
+20% +$4.4M 24.24% 2
2017
Q2 		$22.7M Buy
137,800
+13,400
+11% +$2.03M 14.27% 3
2017
Q1 		$18.4M Buy
124,400
+19,400
+18% +$2.84M 13.45% 3
2016
Q4 		$14.7M Buy
+105,000
New +$15.4M 11.49% 6

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Aristotle Fund's MCK Position: Q1 2018 in Review

Aristotle Fund sold out of McKesson (MCK) in Q1 2018, closing a stake of 179,400 shares — an estimated $28M sold.

Aristotle Fund first reported a position in MCK in Q4 2016 and held it in 5 quarters. The position peaked at $28M in Q4 2017. 890 funds tracked by Wall St. Rank hold MCK as of Q1 2018.

  • Aristotle Fund reported no remaining McKesson position as of Q1 2018 after selling out during the quarter.
  • Aristotle Fund sold 179,400 McKesson shares in Q1 2018, an estimated $28M.
  • Aristotle Fund first reported a position in McKesson in Q4 2016 and held it in 5 quarters.
  • Aristotle Fund's McKesson position peaked at $28M in Q4 2017.
  • 890 funds tracked by Wall St. Rank held McKesson as of Q1 2018.

Based on Aristotle Fund's 13F filing for Q1 2018, filed 7 May 2018.