CM
MDCO

Corvex Management’s Medicines Co MDCO Stock Holding History

Corvex Management’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
2018
Q4 		– Sell
-556,179
Closed -$16.6M – 39
2018
Q3 		$16.6M Sell
556,179
-302,195
-35% -$11.4M 0.76% 22
2018
Q2 		$31.5M Sell
858,374
-1,130,405
-57% -$36.7M 1.51% 16
2018
Q1 		$65.5M Sell
1,988,779
-422,054
-18% -$13.2M 2.96% 12
2017
Q4 		$65.9M Hold
2,410,833
– – 3.16% 9
2017
Q3 		$89.3M Sell
2,410,833
-533,227
-18% -$19.7M 3.36% 10
2017
Q2 		$112M Sell
2,944,060
-308,200
-9% -$13.7M 3.63% 10
2017
Q1 		$159M Buy
3,252,260
+20,000
+0.6% +$912K 4.41% 7
2016
Q4 		$110M Buy
3,232,260
+145,457
+5% +$5.16M 1.88% 17
2016
Q3 		$116M Hold
3,086,803
– – 2.18% 11
2016
Q2 		$104M Hold
3,086,803
– – 1.38% 16
2016
Q1 		$98.1M Hold
3,086,803
– – 1.62% 13
2015
Q4 		$115M Hold
3,086,803
– – 1.54% 12
2015
Q3 		$117M Hold
3,086,803
– – 1.38% 15
2015
Q2 		$88.3M Buy
3,086,803
+1,066,400
+53% +$29.7M 0.97% 18
2015
Q1 		$56.6M Buy
+2,020,403
New +$56.8M 0.68% 29

Other funds holding MDCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
AH
Aviva Holdings New Providence, Bahamas $20.5M AUM 117.01% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
BM
Bridger Management New York $150M AUM 17.71% 1-Year Est. Return
HM
HealthCor Management New York $109M AUM 10.64% 1-Year Est. Return

Corvex Management's MDCO Position: Q4 2018 in Review

Corvex Management sold out of Medicines Co (MDCO) in Q4 2018, closing a stake of 556,179 shares — an estimated $16.6M sold.

Corvex Management first reported a position in MDCO in Q1 2015 and held it in 15 quarters. The position peaked at $159M in Q1 2017. 188 funds tracked by Wall St. Rank hold MDCO as of Q4 2018.

  • Corvex Management reported no remaining Medicines Co position as of Q4 2018 after selling out during the quarter.
  • Corvex Management sold 556,179 Medicines Co shares in Q4 2018, an estimated $16.6M.
  • Corvex Management first reported a position in Medicines Co in Q1 2015 and held it in 15 quarters.
  • Corvex Management's Medicines Co position peaked at $159M in Q1 2017.
  • 188 funds tracked by Wall St. Rank held Medicines Co as of Q4 2018.

Based on Corvex Management's 13F filing for Q4 2018, filed 14 Feb 2019.