BC
MDCO

Boxer Capital’s Medicines Co MDCO Stock Holding History

Boxer Capital’s Portfolio MDCO Stock Details MDCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-967,000
Closed -$82.1M – 70
2019
Q4 		$82.1M Buy
967,000
+217,000
+29% +$14.5M 4.65% 5
2019
Q3 		$37.5M Hold
750,000
– – 2.72% 12
2019
Q2 		$27.4M Buy
750,000
+150,000
+25% +$4.9M 2.35% 15
2019
Q1 		$16.8M Buy
600,000
+368,000
+159% +$8.67M 1.94% 15
2018
Q4 		$4.44M Sell
232,000
-1,168,000
-83% -$27.2M 0.55% 20
2018
Q3 		$41.9M Buy
1,400,000
+150,000
+12% +$5.65M 4.65% 9
2018
Q2 		$45.9M Hold
1,250,000
– – 5.19% 9
2018
Q1 		$41.2M Buy
1,250,000
+500,000
+67% +$15.6M 4.39% 10
2017
Q4 		$20.5M Sell
750,000
-150,000
-17% -$4.62M 3.75% 9
2017
Q3 		$33.3M Sell
900,000
-315,000
-26% -$11.6M 7.59% 5
2017
Q2 		$46.2M Hold
1,215,000
– – 10.98% 4
2017
Q1 		$59.4M Buy
1,215,000
+386,802
+47% +$17.6M 12.98% 3
2016
Q4 		$28.1M Buy
828,198
+128,198
+18% +$4.55M 10.87% 3
2016
Q3 		$26.4M Buy
+700,000
New +$26.4M 11.84% 2

Other funds holding MDCO

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Boxer Capital's MDCO Position: Q1 2020 in Review

Boxer Capital sold out of Medicines Co (MDCO) in Q1 2020, closing a stake of 967,000 shares — an estimated $82.1M sold.

Boxer Capital first reported a position in MDCO in Q3 2016 and held it in 14 quarters. The position peaked at $82.1M in Q4 2019. 1 fund tracked by Wall St. Rank holds MDCO as of Q1 2020.

  • Boxer Capital reported no remaining Medicines Co position as of Q1 2020 after selling out during the quarter.
  • Boxer Capital sold 967,000 Medicines Co shares in Q1 2020, an estimated $82.1M.
  • Boxer Capital first reported a position in Medicines Co in Q3 2016 and held it in 14 quarters.
  • Boxer Capital's Medicines Co position peaked at $82.1M in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Medicines Co as of Q1 2020.

Based on Boxer Capital's 13F filing for Q1 2020, filed 15 May 2020.