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Daiwa SB Investments’s McKesson MCK Stock Holding History

Daiwa SB Investments’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
2016
Q4 		– Sell
-2,220
Closed -$370K – 241
2016
Q3 		$370K Sell
2,220
-960
-30% -$179K 0.1% 116
2016
Q2 		$594K Sell
3,180
-1,150
-27% -$202K 0.17% 84
2016
Q1 		$681K Sell
4,330
-1,559
-26% -$252K 0.17% 85
2015
Q4 		$1.16M Sell
5,889
-1,798
-23% -$339K 0.27% 74
2015
Q3 		$1.42M Buy
7,687
+94
+1% +$19.9K 0.32% 66
2015
Q2 		$1.71M Sell
7,593
-1,240
-14% -$287K 0.33% 65
2015
Q1 		$2M Buy
8,833
+175
+2% +$38.8K 0.36% 70
2014
Q4 		$1.8M Buy
8,658
+6,788
+363% +$1.38M 0.29% 72
2014
Q3 		$364K Sell
1,870
-13,003
-87% -$2.5M 0.05% 113
2014
Q2 		$2.77M Buy
14,873
+110
+0.7% +$19.6K 0.35% 74
2014
Q1 		$2.61M Sell
14,763
-7,685
-34% -$1.34M 0.31% 72
2013
Q4 		$3.62M Sell
22,448
-680
-3% -$104K 0.41% 40
2013
Q3 		$2.97M Buy
23,128
+108
+0.5% +$13.3K 0.34% 48
2013
Q2 		$2.64M Buy
+23,020
New +$2.56M 0.45% 57

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Daiwa SB Investments's MCK Position: Q4 2016 in Review

Daiwa SB Investments sold out of McKesson (MCK) in Q4 2016, closing a stake of 2,220 shares — an estimated $370K sold.

Daiwa SB Investments first reported a position in MCK in Q2 2013 and held it in 14 quarters. The position peaked at $3.62M in Q4 2013. 890 funds tracked by Wall St. Rank hold MCK as of Q4 2016.

  • Daiwa SB Investments reported no remaining McKesson position as of Q4 2016 after selling out during the quarter.
  • Daiwa SB Investments sold 2,220 McKesson shares in Q4 2016, an estimated $370K.
  • Daiwa SB Investments first reported a position in McKesson in Q2 2013 and held it in 14 quarters.
  • Daiwa SB Investments's McKesson position peaked at $3.62M in Q4 2013.
  • 890 funds tracked by Wall St. Rank held McKesson as of Q4 2016.

Based on Daiwa SB Investments's 13F filing for Q4 2016, filed 11 Jan 2017.