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Birch Hill Investment Advisors’s McKesson MCK Stock Holding History

Birch Hill 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
2015
Q1 		– Sell
-2,453
Closed -$266K – 138
2014
Q4 		$266K Buy
+2,453
New +$498K 0.03% 127

Other funds holding MCK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Birch Hill Investment Advisors's MCK Position: Q1 2015 in Review

Birch Hill Investment Advisors sold out of McKesson (MCK) in Q1 2015, closing a stake of 2,453 shares — an estimated $266K sold.

Birch Hill Investment Advisors first reported a position in MCK in Q4 2014 and held it in 1 quarter. The position peaked at $266K in Q4 2014. 926 funds tracked by Wall St. Rank hold MCK as of Q1 2015.

  • Birch Hill Investment Advisors reported no remaining McKesson position as of Q1 2015 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 2,453 McKesson shares in Q1 2015, an estimated $266K.
  • Birch Hill Investment Advisors first reported a position in McKesson in Q4 2014 and held it in 1 quarter.
  • Birch Hill Investment Advisors's McKesson position peaked at $266K in Q4 2014.
  • 926 funds tracked by Wall St. Rank held McKesson as of Q1 2015.

Based on Birch Hill Investment Advisors's 13F filing for Q1 2015, filed 14 May 2015.