BAMS
MCK icon

Bellevue Asset Management (Switzerland)’s McKesson MCK Stock Holding History

Bellevue Asset Management (Switzerland)’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
Q4 		$8.48M Buy
43,000
+2,000
+5% +$378K 1.29% 25
2015
Q3 		$7.59M Hold
41,000
– – 1.24% 26
2015
Q2 		$9.22M Hold
41,000
– – 1.28% 26
2015
Q1 		$9.27M Buy
+41,000
New +$9.09M 1.29% 27

Other funds holding MCK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bellevue Asset Management (Switzerland)'s MCK Position: Q4 2015 in Review

Bellevue Asset Management (Switzerland) increased its McKesson (MCK) stake by 4.9% in Q4 2015, buying an estimated $378K and bringing the position to 43,000 shares worth $8.48M. The position accounts for 1.29% of the portfolio, ranked #25.

Bellevue Asset Management (Switzerland) first reported a position in MCK in Q1 2015 and has held it in 4 quarters since. The position peaked at $9.27M in Q1 2015. 974 funds tracked by Wall St. Rank hold MCK as of Q4 2015.

  • Bellevue Asset Management (Switzerland) held 43,000 shares of McKesson worth $8.48M as of Q4 2015.
  • Bellevue Asset Management (Switzerland) bought 2,000 McKesson shares in Q4 2015, an estimated $378K.
  • McKesson made up 1.29% of Bellevue Asset Management (Switzerland)'s portfolio in Q4 2015, its #25 holding.
  • Bellevue Asset Management (Switzerland) first reported a position in McKesson in Q1 2015 and has held it in 4 quarters since.
  • Bellevue Asset Management (Switzerland)'s McKesson position peaked at $9.27M in Q1 2015.
  • 974 funds tracked by Wall St. Rank held McKesson as of Q4 2015.

Based on Bellevue Asset Management (Switzerland)'s 13F filing for Q4 2015, filed 12 Feb 2016.